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Add or remove tags on a conversation

An Operator tags a conversation from the company's tag library to classify it for filtering, routing and reporting.

When this happens: Operator opens the tag picker on the conversation header.

Step by step

  1. 1

    Click the tag picker on the conversation header.

    Lists the company's active tags, current tags checked.

  2. 2

    Checks *VIP* and *Shipping*.

    EasyCRM creates the corresponding ConversationTag rows and updates the header chips in real time for every user with the conversation open.

Other paths

Remove a tag

Unchecks *VIP*. The corresponding ConversationTag row is deleted.

Good to know

  • Tags come only from the company's tag library (FR-14); there is no free-text tagging.