This article applies to lendersHow To Create Case Tags
Step 1: From Settings click on Case Tags
Step 2: Click +Case Tags Management
Step 3: Fill out the pop-up with your case tag name then click Save
Now you are able to use your created case tag, you can also edit, delete or put your list in alphabetical order
How To Use Case Tags
Step 1: From the case create page, click on the Case Tags box
Step 2: Select the case tag you want to use
Now you can see the case tag on the case view page
Note: You can also add a case tag to an existing case by clicking the +Case Tag from the case view
