Tag Manager

Elissa Toder

Modified on: Mon, 13 Dec, 2021 at 10:17 AM

This is where you can Add, Edit, Delete, and Replace Address, Document, and Chase tags across your Service Organization.

TABLE OF CONTENTS

Navigation: These are all Tags across your service Organization
Total: This shows you the total tags created
Tag Categories: Click through the categories to see specific details about Address, Chase, and Document tags
Manage: Here you can edit tag name, delete a tag from the system, or replace a tag with another tag
Total Chases/Documents/Addresses: This tells you how many times that tag has been applied
Tag Color: This is the color of your Tag
Create New: Here you can create a new tag for your Service Organization
Search: Here you can search all tags in your Service Organization

1. Click Create New Tag
2. Select Tag Type a. Address b. Chase c. Document
3. Enter desired Tag Name
4. Optionally, select a color 5. To finalize, click Confirm 6. To Cancel, click Cancel

1. Locate Tag 2. Click the 3-dot action button to the right of the table 3. Select Edit Tag Name
4. Edit Tag Name 5. To finalize, click Confirm 6. To cancel, click Cancel

1. Locate Tag 2. Click the 3-dot action button to the right of the table 3. Select Delete Tag
4. You will be prompted to confirm deletion 5. To finalize, click Confirm 6. To cancel, click Cancel

1. Locate Tag 2. Click the 3-dot action button to the right of the table 3. Select Replace Tag
4. Select Replacement Tag 5. To finalize, click Confirm 6. To cancel, click Cancel

Note:

All actions are permanent. editing, replacing, and deleting tags will update all associated tags on associated Addresses, Chases and Documents.