Manage Tags — Help

This page (ManageTags.aspx) lets administrators create, edit, archive, activate and delete tag records for a selected business. Tags are used to classify contacts (see ContactsList.aspx) and changes are applied immediately.

At a glance

• Select a Business, filter by Status (All / Active / Archived)
• Search tags by name using the search box
• Add a new tag using the footer “Add New” control
• Edit an existing tag inline (click Edit then Update)
• Bulk actions: Archive Selected, Activate Selected, Delete Selected
• Single-row Delete uses a confirmation modal to prevent accidental removal
• Visual feedback: green toast for success and red error panel for problems

Step-by-step

1) Select the business

• Use the Business dropdown.
• If none is selected you will see the hint message: “Select business to show tags.”

2) Find a tag

• Type a partial or full tag name into the search box and press Enter or click Search.

3) Add a tag

• In the grid footer, enter the new tag in Add New and click Add.
• On success you’ll get a toast and the grid refreshes showing the new tag.

4) Edit a tag

• Click Edit on the tag row, change the name in the textbox, then click Update (or Cancel to discard).
• Validation: tag name max length is 50 characters.

5) Single delete

• Click Delete on a row. A confirmation modal appears.
• Confirm to permanently delete the tag.

6) Bulk actions

• Check rows with the checkboxes (or use the header checkbox to select all visible rows).
• Choose an action from Actions and confirm if prompted.
• Delete Selected will open the confirm modal and then run the server action.

What to expect after actions

• Successful operations show a toast near the top of the page for a few seconds.
• Validation or server errors appear in the red error panel; click the × to dismiss.
• Deleted tags will no longer be available when assigning tags to contacts; existing contact–tag links may be removed depending on backend behavior.

Accessibility & keyboard tips

• Search box receives focus on load; press Enter to run search.
• Use Tab to move focus. Buttons and links are keyboard accessible.
• The confirmation modal supports Escape to close and button focus.

Important notes & best practices

• Deleting a tag is permanent — verify there are no critical dependencies before deleting.
• Prefer archiving over deleting when you want to hide tags but keep history.
• Use short, descriptive tag names and avoid duplicates.
• After major tag changes, check ContactsList.aspx to confirm contacts are tagged as expected.

Troubleshooting

New tag not appearing

• Refresh the page; ensure the selected business is correct.
• Check error panel for uniqueness or validation messages.

Bulk action had no effect

• Ensure rows are actually selected (checkbox state highlights rows).
• If using partial page updates (AJAX), wait for postback completion or reload page.

Confirmation / modal doesn’t open

• Ensure browser scripts are enabled and no ad-blockers block inline scripts.

Persistent server errors

• Capture the error text and the time, then contact support with the Business name, tag names and screenshots.

Security & permissions

• Only users with administrative privileges for the business should manage tags.
• Audit changes externally if your organization requires a change log.