You can add tags to your Organization/Individuals to make it easy to track something specific about that organization/individual. For example, if an individual has expressed interest in volunteering, you could add "volunteer" as a tag. The Contacts Report may be used to generate a report based on specific tags. 

 

 

 

It is recommended to use tags should be used in the following situations:

• If the information is intended to be for “internal use” only and is used to segment records into groups. For example: Minority owned, Hot Prospect, Volunteers
• If you wish to track information “temporarily”. For example: You may have a tag called “Hot Prospect”, but would remove this tag if the contact because a member.

 

Did you know... Your software allows you to use tags, custom fields and categories. To guide your decision in which to use, see a comparison list here.

 

Under Setup > Miscellaneous > Tags you can see a list of all tags and how they are being used in your system. You can also edit the name of a tag or globally delete a tag.

1. Click Setup in the left-hand navigation panel.
2. Click Tags in the Miscellaneous section.

   

A list of all current tags and the number of usage (by module) will be displayed.

 

Edit a Tag globally

1. Click Setup in the left-hand navigation panel.
2. Click Tags in the Miscellaneous section.

   

3. Click the tag that you wish to edit.

   

4. Edit the name of the tag.
5. Click Done.

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Delete a Tag Globally

 

1. Click Setup in the left-hand navigation panel.
2. Click Tags in the Miscellaneous section.
3. Click the link for the tag that you wish to delete.
4. On the Edit Tag screen click Delete.
5. Click OK to confirm the delete.

 

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Add a Tag to an Organization or Individual

 

1. On a contact's Overview tab scroll to the Tags section. 
2. Click the pencil icon to add a tag.

   

3. On the Add Contact Tag screen type in the tag you wish to add. If the tag already exists in your database it will be available for you to select.

   

4. Click Done. 

 

You can add as many tags as you wish.  

Remove a Tag from a Contact

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1. On a contact's Overview tab scroll to the Tags section. 
2. Click the pencil icon to remove a tag.

   

3. On the Add Contact Tag screen click the X to remove a tag.

   

4. Click Done.