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Assign a tag on CM Mobile

How to assign a tag to a client in CM Mobile.

Written by Billy Dilks

You must be assigned the tag administrator role to register a tag to a client. If you need this role, contact your in-house user administrator to update your CM Mobile role from standard to tag administrator.

To assign a tag to a client:

  1. Log in to CM Mobile.

  2. Tap Menu, then tap Register a New Tag.

  3. Find and tap the client from the list.

  4. Scan the tag against the back of the device. The tag will now be registered to the selected client.

  5. Log in to CallConfirmLive! and add the number on the tag to the Device section of the client record.

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