Rename or delete a tag

Keep your tags clean by renaming or deleting them in Account Settings. You can also see how many Melds and Recurring Melds use each tag, and open a list of the Melds that have it.

A tag is a label you add to Melds so you can group, filter, and report on them. To add tags to a Meld, see Create, Assign, and Use Tags.

• Who this is for: System Admin, Maintenance Coordinator / Dispatcher
• Applies to: All customer types
• Access needed: a staff user whose role has Edit tags in settings (to rename) or Delete tags in settings (to delete). The default Administrator and Agent roles have both.
• Why it matters: one clear name for each tag keeps your filters and reports right.

How do I open the tag list?

1. Click Settings in the upper right. The button shows your company name.
2. Click Account Settings.
3. Under Modules, click Tags. The Tag Settings page opens. Its Tags section reads "View, edit, and manage tags to organize your data."

The list shows every tag your company has, in name order, including tags no Meld uses. The columns are Tag, Meld Count, Recurring Meld Count, and Actions. If you have many tags, click Load More Tags at the bottom. The Recurring Meld Count is a number only. It does not open a list.

How do I create a tag?

You cannot create a tag on Tag Settings. On a Meld or a Recurring Meld, click Edit next to Tags. The Edit Meld Tags panel has Tags, "Select or create tags", and "Press 'Enter' to add a new tag". Type a name, press Enter, then click Update. Click Close to leave without saving.

What you'll see: "Tags updated successfully".

How do I rename a tag?

1. On Tag Settings, find the tag.
2. Under Actions, click the pencil icon (Rename tag).
3. In the Edit Tag panel, change Tag Name. The field is labeled Tag Name with a required mark. When the field is empty, it reads "e.g. Urgent".
4. Click Save Changes.

What you'll see: "Tag updated successfully". The new name shows on every Meld and Recurring Meld that had the tag.

If you rename a tag to the name of a tag you already have, the two tags are merged right away, with no warning and no confirmation. Capital letters do not matter. The Melds and Recurring Melds move to the existing tag, and the merged tag keeps the Meld count. The tag you renamed is deleted. This cannot be undone. Check the list for a matching name before you save.

How do I delete a tag?

1. On Tag Settings, find the tag.
2. Under Actions, click the red trash icon (Delete tag).
3. The Delete Tag window asks "Are you sure you want to delete the tag" with the tag name. Click Delete. To keep the tag, click Cancel.

What you'll see: "Tag deleted successfully". The tag is removed from every Meld and Recurring Meld, and from project Meld templates and saved filters. The Melds themselves are not deleted. You cannot undo a delete.

If a workflow adds or removes the tag you deleted, that workflow is turned off, and you get a "Workflow disabled" notice. Check your workflows before you delete a tag they use.

How do I see the Melds that use a tag?

On Tag Settings, click the number under Meld Count next to the tag. The Melds list opens, filtered to Melds with that tag.

You can also filter the Melds list by tag yourself:

1. Click Melds in the left menu.
2. Click Filter. Filtering Options opens.
3. Select Tags. Leave Includes, or choose Excludes.
4. In Select meld tags, type the tag name and pick it.
5. Click Apply Filters at the bottom of Filtering Options.
6. To keep this view, click Save and name the filter.

If it didn't work:

• If you do not see Tags in Account Settings, your role does not have the tag permissions. Ask an admin on your account.
• If you see only the pencil or only the trash icon, your role has only one of the two tag permissions.
• If you see "Tag not updated", try again. If it keeps failing, contact Property Meld support.
• If Save is gray on the Melds list, clear the property group selection at the top first. Filters cannot be saved while property groups are applied.

Limitations and things to know

• You cannot create a tag on Tag Settings. Add new tags from a Meld or a Recurring Meld, as in "How do I create a tag?" above. See Create, Assign, and Use Tags.
• If you change only the capital letters in a tag name, you may see "Tag updated successfully", but the change does not stick and the tag keeps its old case.
• Tags belong to the whole company. Everyone sees the same tags and counts, whatever their property groups.
• A tag name can be up to 100 characters and cannot start with an asterisk (*).

FAQ

Does deleting a tag delete the Melds?

No. Only the tag is removed. The Melds and Recurring Melds stay.

Can I merge two tags?

Yes. Rename one tag to the exact name of the other. The tags are merged right away, with no warning and no confirmation. The Melds move to the tag that already had that name, and that tag keeps the Meld count. This cannot be undone.

Can I change only the capital letters in a tag name?

Not reliably. You may see "Tag updated successfully", but the change does not stick and the tag keeps its old case.