Once you have created client tags, you can perform various actions on them.

Editing Client Tags

1. Access the Client Tags page.
2. From the tag’s row, click edit. The Update Client Tag page appears.
3. Make any updates.
4. Click Update.

Deleting Client Tags

If you delete a client tag, it removes it from clients using the tag. If you want to maintain the identification, merge the tags instead.

1. Access the Client Tags page.
2. From the tag’s row, click delete. A confirmation message appears.
3. Click Yes.

Merging Client Tags

You can merge tags together. This is helpful if these tags are already widely used and you want to change them all at once.

1. Access the Client Tags page.
2. Select the tags you want to merge.
3. In the Merge To field, select the existing tag you want to merge the selected to.
4. Click Merge.

Related Topics