This article will discuss the Case Tags screen.
Note: The Case manager will need to be enabled to create, view, and manage Cases. There is no additional cost for the Case Manager. If you do not see any of the Case options, please check with an Administrator on your account to see if the case manager can be enabled for your agency.
Navigate to Case Screen
There are a couple of different ways to find the case screens. You can use the quick search tool in the top blue bar to search for the specific Case record you are wanting to view (see below - Figure 1).
For more information about that search tool see the video labeled How do I use Quick Search.
Figure 1
You can also click on Records and click on Cases to view a list of cases entered into the database (see below - Figure 2) and select the case you want to view from that screen (see below - Figure 3).
Figure 2
Figure 3
Once in the Case screen, you will see the tabs or tools across the top just below the blue bar (see below - Figure 4).
Figure 4
Case Tags
The 5th tool or tab is the Case Tags. This icon looks like a price tag. (see below - Figure 5)
Figure 5
In the Case Tags screen you will be able to apply any tags, from any category, that have been created, that pertain to the specific case.
Note: The Case Tags and categories are created by an Admin on the account in the Admin screen.
To apply the Tags you will simply click on the Tag or multiple tags that need to be applied in each category. (see below - Figure 6)
Figure 6
You can remove any tags that have been applied by clicking on the ‘x’ on the individual tag. (see below - Figure 7)
Figure 7
