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Remove a tag from a client

How to remove a tag from a client record in Client Manager.

Written by Billy Dilks

Remove a tag from a client when it is no longer needed, such as after a status change, completed service, or to correct a tagging error.

  1. Log in to CM New World.

  2. Click Client Manager, then Clients.

  3. Search for the client and open their record.

  4. Click Devices, then Unregister CM Mobile Tag.

📌 Note: Also remove the tag number from the Devices section of the client's CallConfirmLive! record.

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