Tags are used in many aspects of the system and help with running reports / grouping people together. To create a new tag go to My lists from the Admin Menu and then select Tags from the drop down menu provided.
Click on Add New to see the following screen:
Type in the name of the tag you wish to create and then hit OK.
You will then be prompted with the following:
- Visible to: Sets if this tag can be seen by users, or admins only.
- Show on Account Overview: If set to yes, will show on the top banner in a user's profile.
There are multiple ways to add someone to a tag:
- Add a Person: Type in any user's name, and when you click the name, the name will automatically save.
- Edit an Account: If you edit an account, you'll see a drop down menu of available tags that you can add or remove from someone's account.
- Edit a Profile: If you edit a specific user, click on the "other" tab and you'll see the same drop down menu of tags you can add or remove.
- Add This Entire View to Tag: You can go to Admin Menu - People, and filter a list of specific people based on age, account type, person type, and more. Once you have a list you want to tag, click "Add This Entire View to Tag." You can then select the tag, and everyone will be tagged.
