Learn how to centrally manage all tags across your 6clicks environment
Table of contents
To access Tag Management, go to Administration > Custom Data on the left-hand panel.
Provided you have the correct permissions, you will see a table called Tag Management. You may need to scroll down the page.
This table shows all tags used 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 + Add.
You can then enter the name of the new tag.
Type the tag's Name and hit Enter to save the new tag.
The tag's Type will be updated once it 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.
You can also Cancel while creating a new tag.
Editing a tag
To edit an existing tag, you must first select it. Selected tags will appear highlighted as below.
Once highlighted, click Edit.
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.
You can also Cancel while editing the tag.
Deleting a tag
To delete an existing tag, you must first select it. Selected tags will appear highlighted as below.
Once highlighted, click Delete.
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.
Permission to create tags in modules
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.