How to create and edit a customer service request tag

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    Each company will want to use their own specific customer service request tags. That’s why SuperOffice CRM allows you to create the tags your company needs.

    Let’s take a look at two types of tags that could be useful for you company:

    1. You can set up tags for the different customer stages your company uses, such as, for example, Free trial, Onboarding, Existing or Terminating;
    2. You can create tags related to the department that should handle a specific type of request, such as, for example, Finance, Marketing or Sales.

    You can add as many new tags as you like, and tags that become redundant can always be removed or changed.

    By default, there are no tags present in your SuperOffice CRM solution.

    How to create a new tag

    There are two ways to create a new tag:

    1. You can create a new tag directly in SuperOffice Service, or 
    2. You can create a new tag in Settings and maintenance.

    How to create a new tag directly in SuperOffice Service

    Start by opening a request. Click just behind tags to open the tag field. 

    You can now enter the name of the new tag you wish to add. If the tag doesn't exist, SuperOffice will give you the option to create a new tag. Click where it says Click here to create and then press Ok. 

    You can tag requests to group them together under the same tag name

    You have now added a new customer service request tag.  

    How to create a new tag in Settings and maintenance

    To create new tags you have to log into the Settings and maintenance part of SuperOffice CRM. In the Lists screen, you can open a long list of all the lists you can configure. At the bottom of the drop-down list you’ll find Tag.

    In this video, you can see how you can add and edit any of lists available in SuperOffice CRM.

    In the Tag screen you can create a new tag by clicking the Add button in the bottom-left corner of your screen.

    Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.