Related article: [Video] Creating and Assigning Custom Tags
In order to create an account/employer tag, go through the Admin tab and the Case & Account Tags sub-tab. Click on the +Tag button under the Account Tags section, fill out the label description, choose a color and an Icon, and Save:
Once an account/employer tag is created, it will show up in the list under Account Tags. The list is in alphabetical order.
From this list, you can Edit or Deactivate a tag:
If you Edit a tag, you are able to change the description/color/icon of that tag, but you are also able to see how many accounts/employers have the tag assigned. When you edit the tag, the change will affect all accounts/employers that have that tag.
Note: When you Deactivate a tag, it will no longer show that tag as an option to be assigned to accounts/employers, but it will not be removed from the accounts/employers it already is assigned to.
To reactivate a tag, go through the Inactive list, and click on Activate:
Once a tag exists, you can assign that tag to an account/employer by going through the Accounts tab, and selecting the account/employer you want to assign the tag to:
From the account/employer in question, click on the +Tag icon button:
A separate window will open where you can turn ON/OFF the available account/employer tags:
When a tag is assigned to an account/employer, you will be able to see it in a few places:
On the account itself:
In the Accounts list:
And, in the Cases list:
