If you have duplicate or redundant tags or roles in your contacts, follow these steps to clean them up in your settings:
Step 1: Access Tags and Roles Settings
Click the Profile in the bottom left corner > select Settings > select Tags > choose Contact Tags or Contact Roles.
Step 2: Delete a Tag or Role
To delete a tag or role, hover over the tag or role, and two buttons will appear on the right. Select the trash can icon to delete.
Note: Once deleted, the tag or role will also be removed from any contacts that have it.
Step 3: Edit Duplicate Tags or Roles
If you have duplicates caused by typos or case differences, hover over one of the tags or roles and click the edit button.
Step 4: Update and Merge
Enter the new name for the tag or role, then click Update. ARTERNAL will automatically merge duplicate entries.
Frequently Asked Questions (FAQ):
Q: How do I delete a contact tag or role in ARTERNAL?
A: Go to Settings > Tags > Contact Tags or Contact Roles, hover over the tag or role, and click the trash can icon to delete it.
Q: Can I merge duplicate tags or roles?
A: Yes, you can edit a tag or role by clicking the edit button, updating the name, and ARTERNAL will automatically merge the duplicates.
Q: What happens if I delete a tag or role?
A: The tag or role will be removed from all contacts that have it.