Managing Customer and Job Tags

You can now add, merge, rename, and delete customer and job tags!

Navigate to your dashboard, and click on the gear icon in the upper right corner.

This will take you to your 'Settings' page. Click on the 'Tags' icon in the left navigation bar menu.

You will be brought to the Tags page where you can see all of the tags you use throughout the system. Here you can add tags, merge tags, and edit tags.

Click the 'Add Tag' button in the top right of the page.

A smaller white box will appear where you can then type your new tag name. Click the blue 'Create tag' button in the bottom right corner to save.

There are check boxes directly to the left of each tag.

You must select at least two tags to merge for the 'merge tags' button to show up. Check the white boxes next to the tags you wish to combine. After you've checked the boxes they will turn blue and you will then click the 'Merge Tag' button in the top right corner. 

A white box will pop up titled 'Merge tag.' It will show you the tags you want to merge and give you the option to type in your new tag name. You will then type in the new tag name that you wish to use, and click the blue 'merge tag' button on the bottom right corner to save the new tag name. 

NOTE: Tags cannot be unmerged. 

Hover over the tag you would like to edit, and you'll see an edit button pop up.

A smaller white box will appear and you will now be able to rename your tag and save the changes.

Hover over the tag you would like to delete, and you'll see a menu button pop up. Click on the trash can icon.

Confirm you'd like to delete this tag in the new window, to finish deleting your tag.

Want to successfully complete more jobs? Check out the keys to employee and customer satisfaction