Modify Tags

The List/Report Tag editor can be used to quickly make mass tag changes to multiple records.

You can

  • add tags to select records
  • remove specific tags from select records
  • clear all tags from select records

Open the tag editor

To open the tag editor, click the Options icon (3 dots in the upper-right corner), and then click Edit tags.

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The tag editor will appear.

Select Records to be Modified

Select the checkboxes for the records you want to modify. To select all records on a page, select the top checkbox.

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Add tags

To add tags to the selected records, type the name of each tag in the Tags box. A tag cannot have any spaces.

When you have entered all the tags you want to add, Click +ADD TAGS.

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The system will prompt you to confirm the changes. Click Continue.

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The tags you entered will be added to all selected records.

Remove specific tags

To remove tags from the selected records, type the name of each tag in the Tags box. A tag cannot have any spaces.

When you have entered all the tags you want to add, Click REMOVE TAGS.

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The system will prompt you to confirm the changes. Click Continue.

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The tags you entered will be removed from all selected records.

Clear all tags

To clear all tags from the selected records, click CLEAR TAGS.

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The system will prompt you to confirm the changes. Click Continue.

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All tags will be removed from all selected records.

Last Updated: 12/10/2018, 6:22:56 PM