How to create a tag? - CaseFox

How to create a tag?

Login -> Settings -> Manage -> Tags -> Add Tags

1. Log in to CaseFox.
2. In the navigation bar, click on the "Settings" tab.
3. Select the "Manage" from the list.
4. Under Manage, select the "Tags" option.
5. You will be redirected to a new window for managing tags.
6. To create a new tag, click on the "Add Tag" button located at the top right.
7. Fill in the necessary details and click on the "Save" button.
    • Related Articles

    • How to deactivate a tag?

      Login -> Settings -> Manage -> Tags -> Deactivate 1. Login to CaseFox. 2. Select the "Settings" tab present on the navigation bar. 3. Then select the "Manage" option present on the left side. 4. Under Manage, you will find "Tags". 5. Go to "Tags", ...
    • How to update tag details?

      Login -> Settings -> Manage -> Tags -> Update 1. Login to CaseFox. 2. Go to the "Settings" tab, and select the "Manage" option from the list. 3. Under manage, you will find "Tags". 4. Go to the "Tags", you will be prompted to a new window. 5. To ...
    • How to delete a tag?

      Login -> Dashboard -> Settings -> Manage -> Tags -> Delete 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to manage. 4. Under manage, you will find tags. 5. Go to ...
    • How to create a new time entry?

      You can create a time entry with CaseFox in a few easy steps; CaseFox -> Cases -> Select Case -> Time/Expense -> New time entry -> Save 1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case for which you want to ...
    • How to create an intake form and generate a URL?

      You can easily create an efficient client intake form by following a few quick steps mentioned below with CaseFox: Login -> Leads -> Create Intake Form and Generate URL 1. Log in to CaseFox. 2. Click on the "Leads" tab present on the navigation bar. ...