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Creating New Tag Headers
Navigate to the Administration section. Select Tag Header Select Add Tag Header Enter a Header name (e.g., "Donor Types"). Click Create & New to save and create another header, or Create to save a...
Creating New Tags
Navigate to the Administration section. Select Tags. Click the + Add Tag button. Select the desired Header from the dropdown. Enter the Tag name (for example, "Major Donor"). Select the Public...
Adding Tags to People Records
Navigate to the People section. Find the person you want to add a tag to. Click the Tags button with the pencil icon. In the Tags section, start typing the tag name. Select the desired tag from the suggesti...
Adding Tags to Events
Navigate to the Events section. Find the event you want to add a tag to and select Edit event Click the Tags button with the pencil icon. In the Tags section, start typing the tag name. Select the desired...