Customise request tags

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 request 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 request 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 request tag doesn't exist, you have the option to create a new tag. Click where it says Click here to create and then press Ok.

You have now added a new customer service request tag.

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

How to create a new request tag in Settings and maintenance

To create new tags you have to log into Settings and maintenance. In the Lists screen, click on the drop-down and select Tag to configure the list.

In this video, you can see how you can add and edit any of the lists available as tags. The example used in this video is of the Company - Category list which has similar setup as Tag (video length - 3:00):

Related: 

• Edit a list item
• Edit items - Help file
• Delete items - Help file