Tags

Tags are a way of organizing bidder, donor and item records.

  • multiple tags can be applied to a single record
  • Auctria does not pre-define tags, it is entirely up to you
  • you can add & remove tags at any time
  • lists & reports can often be filtered by tags
  • many other features allow you to select records based on tags. For example, generating bid sheets for just some items, or sending an email to a group of bidders.
  • tags can be modified en-masse from the report pages
  • tags can be added through an Excel import though not removedT

Add Tags

You can add tags to records when you are first entering the record.

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Modifying tags

Tags are shown on the corresponding details page for a record:

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You can directly remove or add new tags in the Tags control.

Click on the X icon next to a tag to delete it from the record, or type a new tag to add it.

Filtering with tags

On the list pages click on the Tags icon to filter by them:

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You can option to show records with the tag or records without the tag.

Filtering a report by tags and then using the Mass Change feature to modify all those records can be a powerful technique for working with your auction data.

Selecting with tags

When using a control to Choosing Items, Choosing Bidders, or Choosing Donors you can select records based on tags:

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Last Updated: 12/4/2018, 4:51:16 AM