Creating Tags

Short Video 

Access the short video in ShulSchool 

To access your ShulSchool account, follow the steps below: 

1. Login to your Shulcloud account as an Admin.  
   (anyone you want to have access to ShulSchool needs to have at least one admin permission) 
2. Select the "?" in the menu bar. 
3. Click on ShulSchool. 

Tags are used in many aspects of the system and help with running reports / grouping people together. 

To create a new tag,

1. Navigate to Admin > My Lists > Tags
2. Select Add New. 
3. Create a name for the Tag.
4. Select OK. 
   
   
5. Determine if the Tag is a parent or child for keeping the tags list clean. 
6. Determine visibility of the Tag - for Admins only or for congregants to see in their account. 
7. Determine if tags are visible on the main account screen. 
   

Adding People to a Tag

There are multiple ways to add someone to a tag:

Add a Person 

While in Admin > My Lists > Tags, Type in any user's name, and when select the name, the name will automatically save.

Edit an Account

1. Navigate to an account.
2. From the action menu on the left, select Edit Account. 
   
3. Towards the bottom of the data entered for an account, the dropdown for tags is available for both the Primary and Secondary person.
   
4. Select Save changes to account.

Edit a Profile

1. Either from within an account or from the People Module, Edit a person.
2. Select the Other tab.
3. Select desired tags from the available dropdown. 
   
4. Save changes to the Person.

Add This Entire View to Tag

1. Navigate to Accounts > People
2. Filter a list of specific people based on age, account type, person type, and more. 
3. Select Add This Entire View to Tag 
4. Select the tag from the dropdown.