Add a Tag to Any List of People

ShulCloud reports allow an admin to add a tag to any list of people. 

1. Navigate to Admin > My Lists > Tags.
2. Create a new tag.
   
3. To create a list of people, Navigate to Accounts > People.
4. Filter to find the people meeting specific criteria.
5. Select Update Filter to run the report.
6. Once the report has processed, and the people meeting the criteria are visible, select Add this entire view to Tag.
   
7. The field will update to show the pre-created tags in My Lists. Select the correct tag from the drop down and select Save.
   

Related Resources

• Creating Tags
• Custom People Reports