Introduction
There may be occasions where you need to alert users about certain action participants. Examples include:
- VIP client
- Clients that need special consideration
- Dogs on the premises (if site visits are required)
- Etc.
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Setting up Tags
Create the Tag
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Admin > General > Tags |
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Add a Participant Home Panel
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Admin > Participant Types > Edit a BASE Participant Type > add the Tags panel to the edit screen |
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You must add this to a BASE participant type - usually COMPANY or INDIVIDUAL. This will not work with user-defined secondary types. The panel must be setup before you can add a tag to a participant |
Click on "Add Panel" and select the "Tags" panel and choose a column and row where it should show in the contact edit form.
Using Tags
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| Info |
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360051477793-Tags |