Tag management

Owned by SUPPORT
Last updated: Nov 03, 2024
2 min read

Your tagging needs will change over time. Manage tags effectively by updating or removing tags you no longer need.

This 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.

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Create Tags

Step-by-Step Instructions

  1. Go to your system CloudCX installation domain, and log in with the admin account.

  2. From the left navigation menu, go to Global Settings > Advanced > Tag Management.

  3. Click on the “+” button to add a tag.

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  1. 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

  1. Select a tag, and click on “Edit” to enter the edit page.

  2. 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

  1. Select a tag, and click on ”Delete”.

  2. 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.