Not Planned

Allow Admins to Create Tags that can be hidden

  • 16 February 2016
  • 1 reply
  • 15 views

Userlevel 6
Admins can enable Tags so that non-admin users can use them to tag customers, but it would be nice to be if Admins had the ability to create Tags that are hidden from users (or can be made visible if necessary). This would help us tag customers for our own administrative purposes (i.e. rule creation, reports, etc) without having all our tags visible to regular users.

1 reply

Userlevel 6
Badge
Hi Kaycee,

It's not possible to make some of the tags hidden from users. However, you could create a new picklist field that is hidden from users to use for this purpose. This would require a Salesforce Admin to create this field on the Customer object.

Anyone else have additional ideas?

Reply