06-21-2022 08:41 AM
How do we go about removing or deactivating a customer or location tag?
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06-21-2022 08:54 AM
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.
06-21-2022 08:54 AM
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.
06-21-2022 10:52 AM
This is all correct. Only thing I would add is ensure you have the permission in your Employee settings under Access to Admin category.