Click the Tag to make a change.
Make your update. (DO NOT use "LOC" to name Tags. LOC is reserved for BestNotes background functionality.)
- Change Name
- Change an Access Tag to a Fixed Tag (NOTE: Use the Current User's list to remove the tag from these Users before making this change)
Or, to delete an Access Tag follow the NOTES below:
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NOTES:
- First, run reports
- Report Builder:
- First Name
- Last Name
- Filter by Tag
- Select the Tag you want to discontinue
- The Related Contacts by Tag Report
- Select the Tag you want to discontinue
- Filter for both Contacts and Related Contacts and make sure they have more than the tag you want to delete
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Click Go
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Deleting a tag could remove the only Access tag contacts have and hide them in your BestNotes account.
- If a contact is lost because their only Access Tag was removed:
- The System Administrator will export the entire contacts list (click the Contacts button lower left) iand filter the list in a spreadsheet program for empty cells under the tag column.
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Only the System Administrator can give these contacts an access tag.
- Only delete Tags when all your company's BestNotes users are NOT in an open Contact or User Details window.
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