FAQs in this section
What are Tags?
What are the types of Tags?
How can I add a tag?
How do I delete a tag?
How can I unlink a tag?
How can I add a tag from the List View?
Where can I find the list of all tags?
How do I change a private tag to a shared tag?
How can I add a tag from the Summary View?
Can I add five tags at once?
How can I create a list of records that have the same tag?

How do I rename a tag?

You can rename a private tag by clicking the edit icon beside the tag name.
You can rename a shared tag only if there are no records linked to it except the tag owner’s records.

Follow these steps to rename a tag:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Go to My Preferences.
  4. Click My Tags
  5. Hover over a particular record in the List View.
  6. Click the Edit icon.
  7. Type your preferred tag name.
    • You can make the tag public by enabling the Shared tag(s) checkbox.
  8. Click Save

Your tag name will be renamed.

To know more about Tags, click here.
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