How do I merge two tags?

1. Go to your firm Admin screen. 

2. Go into the Tags tab. 

3. Click on the tag you want to merge into another.

4. In the Name field that appears, type in the name of the tag you want to merge this tag into. When you're done, press the green Save Changes button. 

In the example below, all contacts who were previously tagged with 'Example Tag' will now be tagged with 'Different Example Tag' (along with all the contacts who already had this tag). 

5. You will be asked to confirm the merge by typing the word CONFIRM; keep in mind that merging two tags cannot be undone.

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