Configuring tags

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Contents

1. Creating a tag
2. Filtering the tag list
3. Bulk deleting tags

The Settings → Dictionaries → Tags section contains a list of all tags created in the system. Tags are used to label and categorize different entities, such as customers, tasks, calls, and conversations, for further work with them.

Creating a tag

To add a new tag to the dictionary:

1. Click Add tag in the upper-right corner.
2. In the window that opens, fill in the following parameters:
   • Tag name — specify a unique tag name. If a tag with the same name already exists, the system displays the new tag already exists error.
   • Type — select the tag scope from the drop-down list: Customer tag, Call tag, Task tag, or Conversation tag.
   • Color — select a color label to visually highlight the tag in the system interface.
3. Click Save.

Filtering the tag list

A filter is available for quickly searching existing tags in the dictionary. The list can be filtered by:

• Name — enter the full tag name or part of it.
• Tag type — select the required type from the drop-down list, for example, call tags, or leave the value empty.

Bulk deleting tags

Important!

Bulk tag deletion is available only to users with system administrator permissions.

To delete several tags at once:

1. Select the required tags using the checkboxes in the table. To select all items at once, click the arrow next to the checkbox in the table header and select Select all items on the page or Select all items in the list.
2. The bulk actions panel appears at the bottom of the screen. Click Actions and select Delete selected tags.
3. In the confirmation window that appears, click Delete.

Note

Carefully check the list before deleting tags. This action cannot be undone.