Setting Up Tags in SAS Flex

Call Status Tags are a way to help categorize your messages within your portal to help you and your team stay organized. For example, if you have multiple staff members that people may call in for, you can create tags for individual staff members, and attach them to the calls that pertain to them. You could also create a VIP tag so you can prioritize which customers need a return call first.

In this article we'll discuss:

How to add Tags to your account

Within SAS Flex, go to your User icon in the upper right corner and click Settings

On the main Settings page, select  Tags.

On the next page, you'll see a list of system Tags. These cannot be edited or deleted. To add a new Tag, click Add tag in the upper right-hand corner

In the pop-up window that appears, you will be asked to type in the Name and select a Color. The Name could be a staff member’s name, VIP, service request, or whatever word or phrase will help you categorize calls.

In order to attach a particular Tag to your calls, go to your Call Log and find the call(s) you are looking to update.
Click on the call you would like to change the tag for. Then, on the Call Details page, select the tag from the Tag drop down.

How to edit or remove Tags

If you are no longer using a particular Tag or you need to edit the name, you can edit or delete a tag by clicking on the 3-dot menu icon on the right side of the Tags menu page.

You cannot edit or remove any pre-set Tags within the system. You are only able to edit or remove the Tags you create.

Pre-Set Tags within the System

While you are able to create your own Tags, the system comes with pre-programmed Tags that will be automatically applied to your calls:

  • New: Pertains to any new call that has not been opened
  • Open: Pertains to any call that has already been opened
  • Closed: Pertains to any call that has already been closed
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