How do I manage and cleanup my tags at the account level?

Am I able to see all tags that have been used across my account (or sub-account) anywhere?


Yes, Administrators of the account are able to access the Tag Management Console at the account level! The Tag Management Console allows you to manage tags that have been used in the account across content in your database.

Having all tags visible in one place is incredibly useful in managing duplications, misspellings, and erroneous creation of tags. 

How can an Administrator access the Tag Management Console? 

  1. Navigate to the Accounts page by clicking on your username in the upper right-hand corner of the application.
  2. Select the Accounts page from the drop-down menu.
  3. Click on the hyperlink for the account (or sub-account) you want to manage.
  4. Select the Tags tab along the top of the page.
NOTE: Depending on the number of tags created in the account, you may need to update the number of entries shown at the bottom of the page. 



How do I manage tags in the Tag Management Console?

  • Click on the tag name to edit. 
  • Click on the trashcan icon delete.


  • Click a hyperlinked number to view tagged content.
PRO TIP: Download a report of all your tags into an Excel Spreadsheet (.xlsx) to better sort and understand your tags. 



General

  1. How do I get started?
  2. What browsers can I use for RFP360?
  3. How do I log in to RFP360?
  4. We've been invited to a Profile or RFP. Where is my invitation email?
  5. Why am I not getting emails from RFP360?
  6. What if I get locked out of my account?
  7. How do I unlock locked out users as an Administrator?
  8. How do I update password rules for users?
  9. How do I reset my password?
  10. What are some basics about the Home page I should know as I get started?
  11. Is there a spell check feature? What about auto-translate?
  12. How do I integrate RFP360 into Salesforce CRM?
  13. How do I initiate a new Proposal using my Salesforce integration?
  14. What is an account hierarchy?
  15. What are tags and why would I use them?
  16. How do I add and remove tags?
  17. How do I manage and cleanup my tags at the account level?
  18. Can I use Boolean search operators in RFP360?
  19. How do I update my credit card number?
  20. How do I change Billing plans?
  21. What is the difference between an RFP and a Proposal?
  22. How and when can I reach RFP360 Support?
  23. How do I update my email address?
  24. What can I do with the text editor?
  25. Adding images, attachments, tables & more with the new text editor
  26. How do I format text with the new text editor?
  27. Can I highlight text with colors?
  28. How do I clean up HTML formatting?
  29. Can I see my recent activity?
  30. How do I add a sub-account?
  31. Issues with saving or duplicating text in the text field?
  32. What is new for Responders in this latest release?
  33. I am a Subject Matter Expert. What do I need to do?
  34. What is my Company ID and where is it located?
  35. What account settings should I check?

Feedback and Knowledge Base