Configure Tags (Version 2+)

Contacts:  Configure Tags

1. This tutorial will cover how to configure Tags.
2. Tags are basic flags that you can create and use to manually mark and search contact records. They are a way of adding keywords, interests, and affiliations to contact records and a way of marking a record for use in searches and reports when there are no commonalities/no other search criteria you can use to pull the specified contacts into a report or advanced search.
3. To configure tags, start by clicking on Contacts on the main menu to open the contacts sub-menu and then click Tags under the Configurations heading.
4. This will present you with a list of any currently configured tags.
5. To add a new tag, fill in the Name field (this is what will appear in drop down lists) and the Code (just an internal tracking reference - can be letters or numbers and is required), and then click the Add button to the right. 
6. To edit an existing tag, find the tag in the list, and in the drop down to its right select Edit.
7. This will modify the fields to allow you to edit the tag, and when you have completed your changes, click the Save button on the right.

   

8. To delete a tag, find the option in the list and, in the drop down on the right, select Delete.
9. You will then be asked to confirm the change and upon doing so, the tag option will be deleted from the system and all contact records. 

   

10. To merge tags together, thus combining the contacts in those tags, click on the Merge Tags button in the lower right of the screen.
11. Start by selecting the tag into which you wish to merge into using the Primary Tag drop-down.
12. Next, with the Merge Tags drop-down select all tags you wish to merge into the Primary Tag.
13. If you wish to have the merged tags removed upon completion of the process, mark the “Delete merge tags” check-box.
14. When you are ready to complete the merge process click on the Merge button.