Manage Tags

Call Tags can be created by the network administrator defining tags' allowing users to enter data manually on their screen during the course of a call, or via a third-party application. A tag is a user definable label i.e. word or phrase that identifies a specific context associated to a call. The tags can then be applied to filters for quick and easy retrieval of the related context. For example, define a tag for Quarterly financial review for all calls related to the financial results reported for the quarter. Call Tagging provides the following benefits:

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Categorizes calls by type or outcome, making searches easy (i.e., Malicious, Account ID, etc.). By default, the Notes tag is already defined within the system.

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Saves money by dramatically reducing the time to find individual recorded calls.

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Improves internal processes by using the call tags as searchable data fields for other applications.

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Do the following:

1.

In the Icon pane, click , and then select System Settings > Tags.

2.

Click New Tag to add a new tag.

3.

Enter the Tag Name and description and then click Save.

Call Tagging Fields

Field	Description
Tag Name	Enter the tag name to the filter list.
Tag Description	Enter description of the purpose of the tag that can later be used as keyword text in search filter queries.

4.

Enter the Tag name and description, and then click Save.