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Managing tags in the Tag Manager

Use the Tag Manager to see every tag on the site, export the list, inspect what carries a tag, and remove tag references — one at a time or everywhere at once.

Requires: a logged-in user. There is no role or permission gate on the Tag Manager or its delete actions; every action is limited to the current site's tags.

Steps

Review and export the tag list

  1. Open the Tag Manager at /tags. It lists every distinct tag with a Count of how many records carry it; use the table's search box to narrow the list.
  2. Click Export to download the list as an Excel file (tags <date>.xlsx, columns Tag and Count). The export contains all tags matching the current search, not just the visible page.

Inspect a tag

  1. Click the ? button on a tag's row. A panel titled Editing tag <name> lists every record carrying the tag with an icon, name, and context (for a deal, its supplier). Deals, contacts, and companies are identified by name; documents currently appear with a question-mark icon and a blank name (see Tags for this known quirk — the reference is still real).

Remove the tag from one record

  1. Click the red ✕ on that record's row and confirm. Only that record's tag reference is deleted; the row disappears from the list.

Remove the tag from every record

  1. Click Delete All in the panel footer and confirm. Every reference to the tag across the whole site is deleted, for all record types at once.

Result

Deleted references are gone immediately and permanently — there is no undo and no recycle bin; a tag with no remaining references no longer exists. Tag deletions are recorded in the audit log ("Delete tag"). Records keep appearing under the tag in list filters until each record re-indexes, so filters can lag briefly behind a deletion.

If it fails

  • The delete confirms but the row remains — the API call failed; an error toast shows the server message. Reload and retry.
  • A record you expected is missing from the tag's list — the list shows raw tag references; if the record itself was deleted, its stale reference may still be listed under the tag but no longer resolve to a name.