Tag

Jason He Updated by Jason He

The tag system is an unrestricted way to categorise entities; you do not need to define anything before using it. DeskDirector allows you to manage tags on a variety of entities, including company, contact, ticket, request types, and so on.

There is a format restriction when using the tag. This is because the tag is an identifier in and of itself. We don't want upper case, lower case, or an unknown number of spaces to result in an unexpected result.

  • You can use any lowercase English characters.
  • You can use number characters
  • You can use + (plus), - (minus), . (dot) and # (hash) special characters.
  • Only # (hash) and . (dot) can be used at the beginning of the tag

The recommendations for the construct tag are as follows.

  • Use # (hash) and . (dot) to categorise tags. Such as #meeting, #conference, #hr, #on-boarding, #off-boarding
  • Use - (minus) to separate words. Such as off-boarding, knowledge base.

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