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Unit – Tags

This unit covers the basic Tags functionality. By the end of it, you will be able to use Tags to better organize SMS Templates, Call Results, and Recorded Messages. This relies on your administrator creating tags for you.

You will be able to add any number of tags to each object from their detail page.

SMS Templates

You can add tags to SMS Templates when you create a new one or to an already existing template on the detail page.

how to add tags to SMS template detail page screenshot

You can filter by Tags in the SMS Templates list and in the Fastcall widget.

how to filter SMS Templates screenshot
how to filter SMS templates in widget screenshot

Recorded Messages

Under My Settings > Messages or under Admin Settings > Recorded Messages, you can add tags on each message detail page.

how to add tags in recorded message detail page screenshot

You can filter by Tags in the Recorded Messages list and in the Fastcall widget in the Voicemail section.

how to filter recorded messages screenshot
how to filter voicemail in widget screenshot

Call Results

Under Admin Settings > Logging > Results > Call Results, you can add tags on each call result detail page.

how to add tags in call result detail page screenshot

You can filter the list of Call Results by Tags, in the Fastcall settings and widget.

how to filter results screenshot
how to filter results in widget screenshot

To learn how to create Tags by the administrator please see the admin training page.

Last updated: Fastcall v8.2.8, 2023-09-05

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