To help users categorize and search through support cases on the Plaid Dashboard we've added a tagging feature called Custom Tags.
When creating a case, you can add one or more custom tags (this could be the ID of a customer, an issue category, your internal reference number, etc.). Please note:
- You can add as many different tags as needed.
- Tags can only be added when you create a case.
- Tags cannot be edited or removed after the case has been created.
- Tag values cannot include spaces.
When a tag is added to a case, it will appear in the case details. You can also use a tag to filter your case list on the Get help page. If there are multiple cases that have the same tag, then all will be returned in the results.