Creating New Tags

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  1. Navigate to the Administration section.

  2. Select Tags.
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  3. Click the + Add Tag button.
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  4. Select the desired Header from the dropdown.
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  5. Enter the Tag name (for example, "Major Donor").
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  6. Select the Public checkbox if you want the tag to be visible to all users.
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  7. Click Create & New to save and create another tag, or Create to save and return to the tag list.
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Tips

  • Use tags to categorise people for easier filtering and searching.
  • Be consistent with your tagging to ensure accurate reporting.
  • Consider using a hierarchical structure for tags to organise them effectively.
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