Tag Manager

Tags can be managed from the Tag Manager area of your Activity Tracker. Go to Activity Tracker > Tag Manager and from here, you can: 



How to Add a New Tag

  • Go to Activity Tracker > Tag Manager.
  • Click Add New Tag.
  • Type the name of your tag and click Add.


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How to Edit Tags

  • Go to Activity Tracker > Tag Manager.
  • Find the tag you would like to edit and click Edit Tag.
  • Make the edit to your tag, then click Save.
  • The edit will apply to all CIDs associated with this tag.


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How to Merge Tags 

  • Go to Activity Tracker > Tag Manager.
  • Click the checkbox next to the tags you would like to Merge, then click Merge Tags.
  • You will have the option to: 
    • Select one of the existing tag names
      • Select this option, then choose an existing tag name and click Merge Tags.
    • Create New Tag Name
      • Select this option, then write in the name of your new tag and click Merge Tags.


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How to Delete Tags

  • Go to Activity Tracker > Tag Manager.
  • Click the checkbox next to the tags you would like to delete, then click Delete.
  • An overlay will appear to confirm you would like to delete the tag(s). Click Delete Tag(s).

All associated CIDs will no longer be linked to these tags.


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View Contacts

To view what contacts are associated with each tag:

  • Go to Activity Tracker > Tag Manager.
  • Find the name of the Tag and click View Contacts.
  • From the View Contacts page, you can see the following: 
    • Associated CID
    • First & Last Name of the associated contact
    • Business/Organization Name of the associated contact
    • The date the tag was added to the associated contact

To remove a tag from an associated contact:

  • Click the check box in the Action column of the associated contact, then click Remove Tag.
  • An overlay will appear to confirm you would like to remove the tag(s). Click Remove Tag(s).

All associated CIDs will no longer be linked to these tags.


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View Groups

To view what groups are associated with each tag:

  • Go to Activity Tracker > Tag Manager.
  • Find the name of the Tag and click View Groups.
  • From the View Groups page, you can see the following: 
    • Associated GPID
    • Group Name
    • The date the tag was added to the associated group

To remove a tag from an associated group:

  • Click the check box in the Action column of the associated contact, then click Remove Tag.
  • An overlay will appear to confirm you would like to remove the tag(s). Click Remove Tag(s).

All associated GPIDs will no longer be linked to these tags.


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