How to Review or Edit an Employee’s Information Follow
To update an employee's contact information:
- Log in to your dashboard and navigate to your 'Employees' tab
- Click on the name of the employee you wish to review or edit
- Click in the applicable field of the employee's record and type to adjust incorrect or add new information
- To adjust tags, click the "x" next to an existing tag or click in the field to select from a dropdown menu. (see below for how to create a custom tag within an employee record)
- Click the "Update" button at the bottom of the employee's record when complete
To create a custom tag:
- Click the "Tags" field
- Begin typing your custom tag. (Because you are adding a unique value in that field, a box will show "No results found" as you type)
- After you type your tag, hit the Enter/Return key of your keyboard to add your new tag.
This tag is now available from the dropdown menu for new or existing Tappers. Need to make changes? Check out how to do that here.