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How to Merge or Delete Contact Tags and Roles

Clean up duplicate contact tags and roles. Merge two tags by renaming one to match the other, or delete tags you no longer need.

Written by Kalila Richards

Over time you may end up with tags that mean the same thing, like "Print Collector" and "print collector". You can clean them up in Settings.

There's no separate Merge button in ARTERNAL. To merge two tags, rename one so it matches the other exactly. ARTERNAL combines them into one tag and keeps every contact from both.

These steps work the same way for contact roles.

Open your tag settings

Click your profile icon in the bottom left corner and choose Settings. Then click Tags and choose Contact Tags (or Contact Roles).

Hover over a tag to see two buttons on the right: the pencil to rename it and the trash can to delete it.

Merge two tags

If the two tags differ only in capitals or a small typo:

  1. Hover over the tag you want to get rid of and click the pencil.

  2. Type the name of the tag you want to keep, spelled exactly the same, and click Update.

The two tags become one, and the count includes the contacts from both.

If both tags have exactly the same name

Renaming a tag to the name it already has doesn't change anything, so this takes two renames:

  1. Click the pencil on one of the two tags, rename it to something temporary like "Collector temp", and click Update.

  2. Click the pencil on "Collector temp", type the original name exactly, and click Update.

The two tags merge into one, with all their contacts.

Delete a tag

Hover over the tag, click the trash can, then click Remove.

Note: Deleting a tag removes it from every contact that has it. To keep those contacts tagged, merge the tag instead.

❓FAQs

Q: Is there a Merge button?
​A: No. To merge two tags, rename one so it matches the other exactly. Every contact from both tags keeps the tag.

Q: My two tags have exactly the same name. How do I merge them?
​A: Rename one to something temporary, then rename it back to the original name. The second rename merges them.

Q: What happens if I delete a tag?
​A: It's removed from every contact that has it.

Q: Does this work for roles?
​A: Yes. Use Settings > Tags > Contact Roles and follow the same steps.

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