# Modify Tags (updated)

IMPORTANT
Tags should only use letters, numbers, hyphens (-), and underscore (_) characters.
Entering a tag using a comma or space will create a tag from the letters before the comma or space and start another tag using the characters entered after the comma or space.

Although a tag cannot have spaces, you can use an underscore _ or a hyphen - to create a "separation" between multiple words in a tag, for example: another_tag or extra-tag. There is also the option to use camelCase for multi-word tags such as myGreatTagIdeaNumber1.


Modify Tags: Table Of Contents


# Using The Tag Editor

The Tag Editor can be used to quickly make bulk changes to Tags on multiple records from their respective relevant list reports. With the Tag Editor, you can:


# Open The Tag Editor

The Tag Editor is available from the relevant list report options menu only.

To open the Tag Editor, click the "options" icon (3-dots in the far-right upper-corner of the report), and then check the Edit tags box.

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An example using the all items list report.


# Select Records to be Modified

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An example all Items list report with the Tag Editor enabled.

With the Tag Editor enabled, select the checkboxes for the records you want to modify. To select all records listed on the page, select the checkbox in the top-left corner of the grid beside the column headings.

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If the number of records exceeds the number listed on the page you can increase this viewed list by adjusting the number of rows per page from the default 100.

INFORMATION

Clicking in the Tag Editor text field will open a drop-down selector of existing Tags. You can type in a Tag name and it will start to auto-complete it if the Tag exists; or, it will begin creating a new Tag if it does not exist.

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# Add Tags

To Add Tags to your selected records, type the name of each Tag to be added in the Tag Editor text field. When you have entered all of the tags you want to add to the selected records, click the Add Tags button.

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An example using the all Bidders list report.

Click the Add Tags button. The system will prompt you to confirm the changes.

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An example confirmation pop-up confirming the number of records to be changed.

Clicking Continue will add the Tags you entered to the selected records.

# Remove Tags

To Remove Tags from selected records, type the name of each Tag in the Tag Editor text field. When you have entered all the Tags you want to remove, click the Remove Tags button.

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An example removing the VIP tag from all Bidders records.

Click the Remove Tags button. The system will prompt you to confirm the changes.

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An example pop-up confirming the number of records to potentially be changed.

Clicking Continue will remove the Tags you entered from the selected records. If the Tag(s) entered does not exist, the record will not actually be changed.

# Clear Tags

The Clear Tags function will simply clear ALL tags from the selected records. Nothing is required to be entered into the Tag Editor text field only the relevant records need to be selected.

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An example clearing all tags from the all Donors list report.

Clear the Clear Tags button. The system will prompt you to confirm the changes.

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An example pop-up confirming the number of records to potentially be changed.

Clicking Continue will remove ALL Tags from the selected records. If the record has no existing Tags, the record will not actually be changed.


Recommended Reading

  • See Tag Maintenance for more information and management tools under the Organization Actions sidebar menu.

Last Revised: 2022-04-05
Last Updated: 4/5/2022, 3:39:10 PM