Global Tags in Accountable help streamline categorization across your organization, ensuring consistency and efficiency for all users. These tags can be applied across contacts, transactions, and other relevant records, making them a powerful tool for organization-wide management.
Steps to Create a Global Tag:
Login as Super Admin and navigate to Admin and select Tags.
Create a new tag by clicking on the “+ New Tag” icon.
In the modal popup enter the tag name and click save.
The newly created global tags will be displayed in the Global Tags table and on the Company Tags page.
Super Admin level: Mortgage
Regular User and Company level: Mortgage (Global Level)
Note: When the toggle button is enabled, the global tag will be displayed in the Super Admin contact creation popup.
Newly created global tags will be displayed in the Tags dropdown field in the super admin contact creation popup.
To edit a tag, click the pencil icon next to the tag and update its details. To delete a tag, click the trash icon next to the tag.
Note: If a tag is associated with any automation, it cannot be deleted.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support