Tag Manager
Tags are the most flexible way to organize your data in ABLE. However, you should occasionally remove duplicates and clean up orphaned tags. Firm administrators can use the Tag Manager for this maintenance.
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
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