Manage Your Firm's Tags

Release Date: April 15, 2022 

Tag Manager

We are working hard to continue to bring great new features to ABLE in 2022. Today we introduce our Tag Manager.

Tags are the most flexible way of organizing your data in ABLE. We've gathered a lot of client feedback, and have had plenty of our own experiences with tags. As easy as it is to use tags in ABLE, there wasn't an option to manage the tags for your firm - until now. Let's take a look at our new Tag Manager.

The Tag Manager is accessible to Firm Administrators in Firm Settings. 

In the Tag Manager you can:

  • View a list of your firm's tags and which entities (Company, Contact, Content Library Article, Deal, Note, or Referral) include those tags
  • Create new tags
  • Edit a tag's description
  • Delete a tag (will delete from all entities)
  • Merge two tags

And don't worry, any user can still create tags on the fly throughout ABLE. 

We've got lots more great stuff on the way!

Thank you again for using ABLE.

2.1.10
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