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:
Here is where you can define whether the new Tag should be in a single or multiple languages. The system language that you use will be set as the default Tag language.
2. Display Name
This field is mandatory.
Here is where you can enter the display name of the new Tag that is being created.
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.
This is for informational purposes only.
Here is where you can enter the internal description that can be seen only in the Control Panel.
After filling in the information, click on the Create button.
Then click on 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.
1. Ensure that you are a User with 'Administrator'-rights set up to be able to access Control Panel.
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