Description

• You can set a description on a tag if you want to add any additional information to it. E.g. Tag name: Customer Lost, Description: No longer trading

Tag Colour

• Tags can be assigned a colour and so anywhere that tag displays will be highlighted in that colour for easy identification.

Display Order

• If you want to order how your tags display in a tag group you can set the display order in the tag configuration. This ordering also applies to when you are filtering.
• Display order is just a numeric scale and so if the lowest number will display first and the highest will display last.

Move to group

• If you want to move a tag to another group for whatever reason you can use this dropfown to move it to a new tag group

Requires Contact

• You can set a tag to require contact in a specific time period. This can be used in a few different ways however a common one is if you have a ‘Sampled’ status tag you could set the tag to require contact after 1 week. This would then trigger the location to be marked as requiring contact within that time period.
• You can filter your locations for ‘Requires contact’ on the location page for easy visibility over this.