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Manage tags

LiveFor: AdminAccess: Admin

Create, colour, rename, merge and delete tags.

Settings > Tags lists every tag with how many clients and groups carry it.

Settings Tags: Create Tag, and each tag with its colour, how many clients or groups use it, and Edit, Merge and Delete.
Settings > Tags.
  • Create Tag: name it and pick a colour.
  • Edit: rename it or change its colour.
  • Merge: fold it into another tag; every client moves across.
  • Delete: remove it from every client.

A count such as “9 groups, 11 through a group” means the tag sits on 9 client groups and so reaches 11 clients through them.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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