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    Creating New Tags
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    Contents

    Creating New Tags

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    Article summary

    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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