Tags
TAGS [Overview Video]TAGS are simply a way to group people together in your database, making it easy to find and communicate with different groups of people. Watch this short video to get familiar with TAGS.Creating and Deleting TagsTAGS are simply a way to segment your database and easily access groups of people. Create Tags such as “Trustees”, “Leaders”, “Student Group”, etc. To Create a New Tag: 1. From the “People” Tab in the menu, select “TAGS” 2. From the TAGS screen, click the “Blue Plus” symbol in t…Adding a Tag to PeopleYou can add a Tag to one person or several people at once. There are multiple ways to do this. From the People List: 1. From the menu, click “People” to open your People List. 2. Check the check box beside the names of the people you want to TAG. 3. From the “Actions” button, ch…Removing a Tag from PeopleYou can remove a Tag from one person or several people at once. There are multiple ways to do this. From the TAGS Screen: 1. From the “People” menu tab, click “TAGS” to access the TAGS Screen. 2. Check the check box beside the TAG you want to remove. This will show a list of eve…