To help users categorize and search through Support Tickets on the Plaid Dashboard we've added a tagging feature called Custom Tags.
When creating a support ticket you will see the "Custom Tag" field at the bottom of the form. To add a tag to a Support case, enter the tag (this could be the ID of a customer, an issue category, your internal ticket number, etc.) and then press the ⊕ button to add it. Please note:
- You can add as many different tags as needed.
- Tags can only be added when you create a ticket.
- Tags cannot be edited or removed after the ticket has been created.
- Tag values cannot include spaces.
When a tag is added to a Plaid Support case, it will appear in the meta information about the case at the top of the individual support case. A tag can be used as a filter option in the “Search Case Subjects” dropdown on your Support Ticket list. If there are multiple tickets that have the same tag, then all will be returned in the search results.