How to Add a New Tag

To add a new Tag, head over to the Control Panel, under the Data Types section, click on Manage Tags.

The list of existing Case Tags will appear as the Entity Type is set as the default view.

You can click on the Entity Type field and switch to the Client Tags view.

The look and functionality of Case and Client Tags are identical; however, in this example, we are adding a new Case Tag. 

Click on the Add Tag button.

The following dialog will appear.

Fill in the necessary information as follows:

1. Language

Here is where you can change the default language for the new Tag from the system language to any language you want.

To make the new Tag multilingual, simply enter the information in the default language, then select another language and enter the information again.

2. Display Name

This field is mandatory.

Here is where you can enter the display name of the new Tag that is being created.

3. Color

Here is where you can change the default Tag color to any color you like by using the following options:

• HTML Color Code
  
  
  
  
• HTML Color Picker
  
  
  

The color can be seen in the live preview field as below.

4. Description

This is for informational purposes only.

Here is where you can enter the internal description that is only visible in the Control Panel.

After filling in the information, click on the Create button.

Click the OK button and you are done.

The Tag that was created in the Control Panel is immediately approved automatically.

For more information about using a Tag, click here.

Note:

1. Ensure that you are a User with 'Administrator'-rights set up to be able to access Control Panel.