Manage Tags
Overview
Use Manage Tags to create and maintain contact tags for a selected business.
Tags help you organise and classify contacts so they are easier to search, filter, and manage elsewhere in the system. From this page, you can add new tags, rename existing tags, archive tags, reactivate archived tags, and delete tags you no longer need.
Changes made on this page apply immediately.
Quick start
- Select the business you want to manage.
- Use the search box to find an existing tag if needed.
- Add a new tag, or choose an existing tag to edit.
- Use archive, activate, or delete actions as needed.
- Review the confirmation or error message shown on the page.
Main sections / fields / actions
Business
Choose the business whose tags you want to manage.
A business must be selected before tags can be shown or changed.
Search
Use the search box to find a tag by name.
You can enter all or part of the tag name, then:
- press Enter, or
- click Search
This helps when you have many tags and want to find one quickly.
Status filter
Use the status filter to control which tags appear in the list.
Typical options include:
Choose All if you want to see every tag for the selected business.
Tag list
The main grid shows the tags for the selected business.
From the list, you can review the current tags and choose the action you want to take.
Add a new tag
Use the add option to create a new tag.
Enter the new tag name and confirm the action. If the tag is accepted, it will appear in the list straight away.
Choose short, clear names that make sense to other users.
Edit a tag
Use Edit to rename an existing tag.
After making your changes:
- click Update to save the new name, or
- click Cancel to discard the change
Keep tag names clear and consistent so they remain easy to use.
Archive a tag
Use archive when you want to stop using a tag without removing it completely.
Archiving is often the safer option if you want to keep past records or avoid losing historical context.
Activate a tag
Use activate to make an archived tag available again.
This is useful when a tag needs to be reused after being hidden from normal active use.
Delete a tag
Use Delete to permanently remove a tag.
A confirmation message should appear before the deletion is completed.
Only delete a tag if you are sure it is no longer needed.
Bulk actions
You can select multiple tags and apply actions to them together.
Typical bulk actions include:
- Archive Selected
- Activate Selected
- Delete Selected
This is useful when managing a larger number of tags at once.
Selection
Use the checkboxes next to each row to select individual tags.
A header checkbox may also be available to select all visible tags on the current page.
Common tasks
Find a tag
- Select the business.
- Enter the tag name in the search box.
- Click Search or press Enter.
- Review the results shown.
Add a new tag
- Select the business.
- Enter the new tag name in the add area.
- Confirm the add action.
- Check the refreshed list for the new tag.
Rename a tag
- Find the tag in the list.
- Click Edit.
- Change the name.
- Click Update to save.
Archive a tag
- Select the tag you want to archive.
- Choose the archive action.
- Confirm the action if prompted.
- Check that the tag status has changed.
Reactivate a tag
- Change the status filter if needed so archived tags are visible.
- Select the tag.
- Choose the activate action.
- Confirm the result on the page.
Delete a tag
- Find the tag in the list.
- Click Delete, or select multiple tags and use the bulk delete action.
- Confirm the deletion.
- Check that the tag no longer appears in the list.
Tips for managing tags
Prefer archiving over deleting
If you may need the tag again later, archive it instead of deleting it.
Use clear tag names
Choose short, descriptive names that other users will understand easily.
Avoid duplicates
Before adding a new tag, search for similar names so you do not create multiple tags with the same meaning.
Review contact usage after major changes
If you rename, archive, or delete important tags, check your contact records afterward to make sure everything still appears as expected.
Troubleshooting
No tags are showing
Make sure a business has been selected.
Also check the status filter and try setting it to All.
A new tag does not appear after adding it
Refresh the page and check again.
If it still does not appear, check for an error message and confirm that the correct business was selected.
I cannot update a tag
Make sure the new tag name is valid and not too long.
If the problem continues, try again and read any message shown on the page.
A bulk action did not work
Check that the tags were selected before choosing the action.
If needed, refresh the page and try again.
Delete is not working
Make sure you completed the confirmation step.
If the tag still does not delete, note the message shown and contact support if needed.
I think I deleted the wrong tag
If the tag was archived instead of deleted, you may be able to reactivate it.
If it was permanently deleted, contact support to check whether recovery is possible.
FAQ
Q: What is this page used for?
A: It is used to create, edit, archive, activate, and delete contact tags for a selected business.
Q: Do I need to select a business first?
A: Yes. Tags are managed separately for each business.
Q: Can I search for a tag by name?
A: Yes. Use the search box to find a full or partial tag name.
Q: What is the difference between archiving and deleting a tag?
A: Archiving hides the tag from normal active use, while deleting removes it permanently.
Q: Can I update more than one tag at a time?
A: Yes. You can select multiple tags and apply bulk actions such as archive, activate, or delete.
Q: Should I delete old tags?
A: Only if you are sure they are no longer needed. In many cases, archiving is the safer option.
Q: What should I do if a change does not work?
A: Refresh the page, try again, and read any message shown. If the issue continues, contact support with the details.