Centrally manage all tags across 6clicks
To access Tag Management, go to Administration > Custom Data on the left hand panel.
Provided you have the correct permissions, a table called Tag Management will be available.
This table shows all Tags available within your 6clicks environment. You can see the Name and Type - which is the module(s) where the Tag is in use.
Adding a Tag
To add a Tag, select the Add button.
This will create a blank Tag for you to enter the Tag Name.
Type the Name and hit Enter to save the new Tag. You are not able to define the Tag Type as this is updated once this Tag is used in a 6clicks module.
This Tag will now be available for use across your 6clicks environment. Tags appear in alphabetical order, so you may need to scroll down to find the new Tag.
If needed, you can click Cancel before saving the new Tag.
Editing a Tag
To edit an existing Tag, you must first select the Tag. Selected Tags will appear highlighted as below.
Once highlighted, click the Edit button.
This will enable you to rename the selected Tag.
Hit enter to save the updated Tag.
The Tag will now be updated across all modules in your 6clicks environment. Tags appear in alphabetical order, so you may need to scroll down to find the updated Tag.
If needed, you can click Cancel before saving the new Tag.
Deleting a Tag
To delete an existing Tag, you must first select the Tag. Selected Tags will appear highlighted as below.
Once highlighted, click the Delete button.
A prompt will appear allowing you to confirm or cancel with deletion.
Select Yes to proceed and delete the Tag.
Deleting Tags will remove them from all associated records in 6clicks. Deleting Tags cannot be undone.
Tag Permissions
By default, all users (excluding response only and Trust Portal viewers) can create new tags from within modules. To remove this ability, so that new tags can only be created from Administration > Custom Data > Tag Management table, the Create tags in modules permission must be removed from the role or user.
When this permission is removed, users will still be able to select or deselect tags within modules, but they will not be able to create new tags.