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Contact Tags

As part of system-level settings you can view, edit and create Contact tags to link users to work items.

Adding New Contact Tags

In addition to the standard Contact Tags with which you can link a user to a work item (Primary Contact, Subject, CC, Requester), you can also specify further relationship types. Examples might be further options like ‘Broker’ or ‘Referee’.
Click to add a new contact. This will bring up the following popup:
When adding a new Contact the following information can be defined:
Attribute
Notes
Name
Desired name for the Contact Tag, e.g. ‘Broker’
Description
Description of the Contact Tag, for internal use only.
Supplier Company
Whether this Contact Tag should be classed as belonging to a Supplier Company. If a Supplier Company is selected, the Contact Tag can only be used by service agents with the same Supplier Company. If no supplier company is selected, the Contact Tag will be classed as global and can be used by any service agent, regardless of their Supplier Company.
Allow Multiple
If set, you will be able to tag multiple contacts in the same work item with this value
Show in Contact Activity Page
If set, when opening the Contact Activity Page for a contact in Work Manager, any work items linked to this contact via this relationship will display on their Activity tab.
Show in Self Service
If set, when a self service user is displayed the work items in their tracker which ‘relate’ to them, any work items which they are linked to with this type of contact tag will display.
Note: Contact Tags can only be created, edited or deleted by users who 'Can Edit Shared Configuration' AND 'Can Access User Management' AND 'Can Set Live'. Additionally the Supplier Company of a Contact Tag cannot be changed after the Contact Tag has been added.
Last modified 5mo ago