Create a new tag Follow
Agents can create custom tags to help manage and organize employees. To create a new tag:
- Navigate to the case’s employee list if needed.
- Search for an employee if needed.
- Click the employee’s name.
- Click the plus icon in the Tags section.
- Type the new tag.
- Press the Enter key on your keyboard to save the tag.
The tag is now assigned to the employee and available from the dropdown menu for future use.
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