How to Remove or Deactivate a tag

ACooper
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

How do we go about removing or deactivating a customer or location tag?

Aly Cooper
Dilling Services
1 ACCEPTED SOLUTION

PamDuffy-PCG
ServiceTitan Certified Provider
ServiceTitan Certified Provider

To remove from a customer or location, click the Edit pencil on the customer/location record and remove the tag from that screen. To deactivate it from use anywhere in ServiceTitan, go to Settings > Tag Types, find the tag, click the check box and then click the Deactivate button at the top of the screen.

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Pam Duffy, Powerhouse Consulting Group
ServiceTitan Certified Coach + ServiceTitan Certified Marketer + Zapier Certified Expert

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2 REPLIES 2

PamDuffy-PCG
ServiceTitan Certified Provider
ServiceTitan Certified Provider

To remove from a customer or location, click the Edit pencil on the customer/location record and remove the tag from that screen. To deactivate it from use anywhere in ServiceTitan, go to Settings > Tag Types, find the tag, click the check box and then click the Deactivate button at the top of the screen.

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Pam Duffy, Powerhouse Consulting Group
ServiceTitan Certified Coach + ServiceTitan Certified Marketer + Zapier Certified Expert

Steveng
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This is all correct.  Only thing I would add is ensure you have the permission in your Employee settings under Access to Admin category.