This is where you can Add, Edit, Delete, and Replace Address, Document, and Chase tags across your Service Organization.
TABLE OF CONTENTS
- Tag Manager Page Overview
- Manage Tags - Add New
- Manage Tags - Edit Existing
- Manage Tags - Delete from System
- Manage Tags - Replace
Tag Manager Page Overview
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Manage Tags - Add New
1. Click Create New Tag | |
2. Select Tag Type a. Address b. Chase c. Document | |
3. Enter desired Tag Name | |
4. Optionally, select a color 5. To finalize, click Confirm 6. To Cancel, click Cancel |
Manage Tags - Edit Existing
1. Locate Tag 2. Click the 3-dot action button to the right of the table 3. Select Edit Tag Name | |
4. Edit Tag Name 5. To finalize, click Confirm 6. To cancel, click Cancel |
Manage Tags - Delete from System
1. Locate Tag 2. Click the 3-dot action button to the right of the table 3. Select Delete Tag | |
4. You will be prompted to confirm deletion 5. To finalize, click Confirm 6. To cancel, click Cancel |
Manage Tags - Replace
1. Locate Tag 2. Click the 3-dot action button to the right of the table 3. Select Replace Tag | |
4. Select Replacement Tag 5. To finalize, click Confirm 6. To cancel, click Cancel |
Note: All actions are permanent. editing, replacing, and deleting tags will update all associated tags on associated Addresses, Chases and Documents. |