How to edit tags?

How to edit tags?

To edit tags from the Calls Page:
Step 1: Navigate to “Calls” page from Portal
Step 2: Click on the tag icon of the instance, and you will be able to add, remove and edit tags from the Calls Page, clicking on the call ID will allow you to edit the tags from the Show Page.

To Edit tags from the Dialer History:
Step 1: Navigate to the Dialer and click on call History tab
Step 2: Click on call tag and edit the assigned tags or add new ones.

    • Related Articles

    • How to activate the Call Tagging feature?

      Step 1: In order to be able to assign call tags to calls an Admin user accounts should create Call Tags in Settings under General Step 2: Navigate to Call Tags and create tags. Step 3: Once tags are created Agents, Supervisors and Admins will be able ...
    • How many tags can a User assign to a call?

      Users can assign as many tags as needed to a single call, with no maximum limit.
    • Can I add tags to calls made long time ago?

      Tags can be added, removed, or modified retrospectively to any call record within the system
    • How many tags can an Admin create?

      Admin and Supervisor user accounts are able to create as many tags as they need, its unlimited. To create new tags Step 1 : Login to Maqsam Portal using Username and Password Step 2 : As an Admin or Supervisor navigate to Settings . Step 3 : Under ...
    • How to access call Auto-Tags from the Show Page?

      Step 1: Log in to Maqsam and click on the ‘Calls’ tab. Step 2: Scroll to the call you want to check. Step3: Click on the call ID. Step 4: Once you click on the call ID, you will be redirected to the call show page. Step 5: You can view the auto-tag ...