Creating and Managing Tags

Quick Guide - Creating Tags

Step 1 - Navigate to Configuration and click Tags under the Members heading

Step 2 - Type in Member Number or Name in Step 1: Create a list of members to tag: field and select member. Can add more than one member during this step.

Step 3 - Type name of Tag in Step 2: Search & Add Tag: field

Step 4 - Click Apply Tag to Member List button

Quick Guide - Managing Tags

Editing a Tag

Step 1 - Navigate to Configuration and click Tags under the Members heading

Step 2 - Click arrow located before name of tag you want to edit

Step 3 - To edit the tag name click Edit button

Step 4 - Type in new tag name and then click Update

Step 5 - To remove a member from the tag click Trashcan button next to their member number

Step 6 - To add a member to the tag type in Member Number or Name in Step 1: Create a list of members to tag: field and select member. Can add more than one member during this step.

Step 7 - Type name and select existing Tag in Step 2: Search & Add Tag: field

Step 8 - Click Apply Tag to Member List button. Member will then be added to tag at the bottom of the members list.

Deleting a Tag

Step 1 - Navigate to Configuration and click Tags under the Members heading

Step 2 - Click Delete button on tag you want to remove from the system

Step 3 - Click Yes on Deleting Tag message

Step by Step Guide - Creating Tags

Step 1 - Navigate to Configuration and click Tags under the Members heading

Step 2 - Type in Member Number or Name in Step 1: Create a list of members to tag: field and select member. Can add more than one member during this step.

Step 3 - Type name of Tag in Step 2: Search & Add Tag: field 

Step 4 - Click Apply Tag to Member List button

Step by Step Guide - Managing Tags

Editing a Tag

Step 1 - Navigate to Configuration and click Tags under the Members heading

Step 2 - Click arrow located before name of tag you want to edit

Step 3 - To edit the tag name click Edit button

Step 4 - Type in new tag name and then click Update

Step 5 - To remove a member from the tag click Trashcan button next to their member number

Step 6 - To add a member to the tag type in Member Number or Name in Step 1: Create a list of members to tag: field and select member. Can add more than one member during this step.

Step 7 - Type name and select existing Tag in Step 2: Search & Add Tag: field

Step 8 - Click Apply Tag to Member List button. Member will then be added to tag at the bottom of the members list.

Deleting a Tag

Step 1 - Navigate to Configuration and click Tags under the Members heading

Step 2 - Click Delete button on tag you want to remove from the system

Step 3 - Click Yes on Deleting Tag message