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Manage the company's tag library

An Admin creates, renames, recolors, merges and deactivates the conversation tags operators use to label conversations, keeping the shared library consistent and free of duplicates.

When this happens: Admin opens Admin — Conversation Settings — Tags.

Step by step

  1. 1

    Open the Tags tab, clicks Add Tag.

    EasyCRM shows Name and Color fields.

  2. 2

    Enter Name = *VIP*, picks a color, saves.

    EasyCRM checks the name is unique (case-insensitive, including inactive tags), creates the tag active. EasyCRM records TagCreated.

Other paths

Rename or recolor

Edit an existing tag's Name or Color. EasyCRM checks uniqueness, saves, records TagRenamed / TagRecolored.

Merge two tags

Select tag Urgent — Merge into — picks VIP. EasyCRM shows the number of conversations affected (14 conversations carry 'Urgent') and asks for confirmation. Confirm. Re-points every ConversationTag row from Urgent to VIP (skipping conversations that already carry both), deactivates Urgent, and records TagsMerged.

Deactivate or reactivate

Toggles a tag's Active state off. It stays on the conversations that already carry it but drops out of Add Tag pickers.

If something goes wrong

Duplicate tag name

If the name already exists, active or inactive. Inline error; nothing is created.

Good to know

  • Merge is irreversible and repoints every conversation's tag.
  • A tag cannot be hard-deleted; deactivation is the only removal path once it has been used.