Creating Tags and Notes and Assigning Them to DID Numbers

Create DID tags and notes and assign them to your DID numbers in the CommPeak Portal.

You can create tags and internal notes for the DID numbers in your CommPeak Account and assign them as needed.

Creating DID Number Tags

To create a tag:

  1. Log in to the CommPeak Portal.
  2. On the main menu on the left, navigate to DIDs and select Management.
  3. Select the Tags tab.
  4. The page opens with the table listing all tags added to your CommPeak Account.
Screenshot of the DIDs > Tags tab

DIDs > Tags tab

  1. Click the + Add tag button.
Screenshot of the Tags tab

Tags tab

  1. In the Add new tag side panel, enter a name, select the label color, and click Create tag.
Screenshot of creating a DID tag

Creating DID tag

  1. The tag is created and is added to the list. You can now assign it to the DID numbers under your account.
Screenshot of the DID number tag created

DID number tag created

Adding Tags to DID Numbers

To assign a tag to a DID number:

  1. Open the My DIDs tab.
  2. In the DIDs Management table, click the three-dot action icon for the needed number and select the Manage tags action.
Screenshot of selecting the Manage tags action

Selecting Manage tags action

  1. To assign tags to multiple DIDs, select the needed DIDs and click the Manage tags button above.
  1. In the Manage tags window, select the tag (or tags) you want to apply and click Save Changes.
Screenshot of applying changes to the selected DID number

Applying changes to the selected DID number

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NOTE

If no tags are created under your account, you will get the following:

  1. In a moment, you can see the updated tags list applied to the DID number.
Screenshot of the tag added to the DID number

Tag added to the DID number

Adding Notes

You can also add internal notes to categorize your DID numbers for better team organization.

To create /edit the note:

  1. Open the My DIDs tab.
  2. In the DIDs Management table, click the three-dot action icon for the needed number and select the Edit note action from the drop-down list.
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NOTE

You can also apply this action across multiple DIDs. For more details, check the Managing Multiple DIDs article.

  1. In the Edit note window, review the number(s) selected, enter the note text (you can optionally expand the text field for better visibility), and click Save changes to confirm.
  1. To check if the note has been added to the correct number, hover over the corresponding icon for the DID number record (the yellow page).