How can I create, delete or edit tags?

To create new tags or delete existing tags:

In the top-right corner, click the three stacked dots (⋮) and select “Settings.”
Select “Customizations,” in the sidebar.
Choose “Tags.”
You can create tags or delete existing tags.

Q: When should I use a tag versus a custom field?
A: See: How Does the Tagging Feature Work?

Q: If I delete a tag, will the associated contact names be deleted too?
A: No, the contact names will not be deleted; only the tag will be deleted.

Q: Can I recover a deleted tag?
A: Submit an inquiry to our Support Team (support@wealthbox.com)

to find out if recovery is feasible.

Important Considerations:

Re-creating a deleted tag will not automatically restore it to the records where it was previously applied.
Submitting an inquiry does not guarantee recovery, but our team will review your situation and advise on possible options.

Knowledge Base