TAGS are simply a way to segment your database and easily access groups of people.
Create Tags such as “Trustees”, “Leaders”, “Student Group”, etc.
To Create a New Tag:
- From the “People” Tab in the menu, select “TAGS”
- From the TAGS screen, click the “Blue Plus” symbol in the top right.
- Give your Tag a NAME.
- Click “Create”.
To Delete a Tag:
- From the TAGS screen, click the Down Arrow beside the Tag you want to delete.
- Select “Delete Tag”.
- Confirm that you want to delete it in the pop-up window.
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