Your tagging needs will change over time. Manage tags effectively by updating or removing tags you no longer need.
Create Tags
Step-by-Step Instructions
Go to your system
CloudCX installation domain, and log in with the admin account.From the left navigation menu, go to Global Settings > Advanced > Tag Management.
Click on the “+” button to add a tag.
Input the tag’s name and select a color for the tag, then click Create. The new tag created successfully.
The tag list shows the tags you have applied to contacts, articles, and tickets. At the same time, each tag will be counted separately in the number of times it is used in contact, article, and ticket. You can click on the count to jump to related contacts, articles, and tickets.
Manage Tags
Edit Tags
Select a tag, and click on “Edit” to enter the edit page.
After editing the tag’s information, click Save.
When a tag is updated, it will be updated on all items with the tag added.
Delete Tags
Select a tag, and click on ”Delete”.
In the pop-up window, click Delete button to delete the tag.
Deleting a tag will permanently remove it from your workspace, so it can no longer be used to search your tickets, contacts, or articles.