Personal Mail Tags allow an IQ user to create a unique set of tags to be applied to selected Mail records in the Scrolling Search Results page. This enables users to easily categorize mail records, while viewing them in the scrolling grid, for later processing. Mail records with personal tags, can then be analyzed, reviewed, or acted upon with such as actions as Change Data, Change Status, Change Security or Mass Delete.
How to turn on and create personal tags:
Select the Personal Tag Setup action on the Mail or Batched Mail Scrolling Search Results.
IQ displays the Set Up Personal Tags dialog with information about personal tags.
Click the Turn On Personal Tags button. IQ displays fields for defining each personal tag.
Type each personal tag in the Tag Name field and click the Save button.
IQ returns you back to the Mail or Batch Mail Scrolling Search Results and displays No Tag link in the # column for each mail record.
How to apply a personal tag to a mail record:
In the Mail or Batched Mail Scrolling Search Results, click the No Tag link next to the Mail record that you want to apply the personal tag to.
IQ displays the list of personal tags that you setup.
Select the personal tag link. IQ replaces the No Tag link with the selected personal tag.
How to change a selected personal tag:
In the Mail or Batched Mail Scrolling Search Results, click the personal tag link (i.e. Research Further)
IQ expands the links to display No Tag Research Further Needs Review from Karen
Select another personal tag in the expanded list.
How to work with tagged mail records:
Select the Personal Tag Setup action on the Mail or Batched Mail Scrolling Search Results.
IQ displays the Set Up Personal Tags dialog with the Mail record counts (pending and completed) for each personal tag along with the following options for each personal tag:
Click the magnifying glass icon to view a list of the mail records for each personal tag.
Click the paper and pencil icon to display a list of available actions you can use to update, move or delete the records.
Click the red circle icon to display a list of available actions to Clear All Mail, Clear Completed Mail or Remove Tag.
The following additional buttons are available on the Personal Tag Setup dialog:
Turn Off – Select this if you want to turn off the display of the tags on the Scrolling Search Results. Note: Previously selected personal tags will remain as applied to each Mail record and can be acted on once you turn personal tags back on in the Personal Tag Setup dialog.
Clear All Mail – Select this if you want to clear the tags you have applied to Mail records. Tags applied by other IQ users will not be cleared. Note: Your defined personal tag names will remain in setup.
Clear All Completed Mail – Select this if you want to clear the tags you have applied to Completed Mail. Note: Personal Tags applied by other IQ users will not be cleared.
Clear All Tags – Select this to clear the tags you have applied to pending and completed mail and also remove your personal tags from the Set Up Personal Mail Tags dialog.