You can add a Tag on the following Cards, where the functionality is identical:
Case Card
To add a Case Tag on the Case Card, head over to the Details-view, under the Case Tags section, click on the Add Case Tag... button.
The following field will appear: Enter the name of an existing Case Tag or create a new one by typing in the field.
Click on the Create button to create a new Tag.
If you are adding an existing Tag, hit enter or click on it.
The Case Tag will appear on the Main Card as below.
Client Card
To add a Client Tag on the Client Card, head over to the Details-view, under the Client Tags section, click on the Add Client Tags... button.
The following field will appear: Enter the name of an existing Client Tag or create a new one by typing in the field.
Click on the Create button to create a new Tag; if you are adding an existing Tag, hit enter or click on it.
For more information about how to search for a Case or a Client using a Tag, click here.
Notes:
1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.
2. When you search for an existing Tag or attempt to create a new Tag with the same name as an existing one, the Create button will be disabled.
3. The newly created Client Tag must first be approved in the Control Panel before it can be used as a parameter in Reports.
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