January 2023: the current dashboard release has new graphics and some interface changes. Many screenshots still reflect the older release and will be updated shortly.

Items, Bidders, and Donors can all have Tags assigned to their individual detail records and then used as a means to further organize and filter the records in reports.

 ∞ Item Details
 ∞ Bidder Details
 ∞ Donor Details

Tags can also be used to provide filtering in the Auction Catalog as well as other display elements such as those dealing with Donors and Sponsors (read: Bidders who purchased a "sponsorship").

 ∞ Configure Items Displayed | Items Matching/Without Tags
 ∞ Donor Catalog
 ∞ Sponsors Catalog
 ∞ Sponsors Row


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.

Adding Tags To Records

You can Add Tags To Records when you are first entering the record by selecting from the auto-complete drop-down selector of existing Tags or by typing in your "new" Tag and then typing a space or comma into the Tags text field to create the Tag.


An example during an Item record creation with Tags being added.


Item, Bidder, and Donor records all use a similar mechanism to add new Tags when they are being created.

Editing Specific Record Tags

Tags used with a specific record are shown on the corresponding details page for a record. You can directly remove, or add new, tags in the Tags text field.


An example passthrough of creating two Tags and adding one Tag to a Bidder record.

Typing into the Tags text field works very similar to Adding Tags To Records when creating a record.


An example Donor record from a demonstration event.

Clicking on the x on the left-side of a Tag label will delete it from the record. Clicking on the X at the far-right of the Tags text field will remove ALL Tags from the record.

How To Modify Tags On Multiple Records

  • To Modify Tags On Multiple Records at the same time see Unknown link 'ModifyTags' under Working With Reports for more details on using the Tag Editor.

How To Clean Up Unnecessary Tags

  • To clean up or remove unwanted or unnecessary Tags, see Tag Maintenance under the Organization dashboard Actions sidebar menu.

Filtering Reports With Tags

On list reports, click on the Tags icon and enter a tag to filter using that specific tag.



You can optionally "Show records with tags" or records without the tag by un-checking the option.

Filtering Reports With Tags then using the Mass Changes function to modify all of those filtered records can be a powerful technique for working with your auction data.

 ∞ Mass Changes

Selecting With Tags

If you are using a "control" when Choosing Items, Choosing Bidders, or Choosing Donors you can select those records based on Tags, for example you would use the Items Based On Tags option in the selector when working with items.


An example using the Choose Items control.

Just enter the specific Tag(s) you want to use as your selection criteria and the appropriate items will be selected. If you use more than one Tag it will work as a "logical" OR selection.


An example with the ELECTRONICS Tag being selected from a demonstration event.

 ∞ Choose Items Filters
 ∞ Choosing Bidders
 ∞ Unknown link 'ChooseDonors'

Configure Items Displayed In Item Catalog Using Tags

You can add Conditions to the auction Item Catalog that take advantage of the Tags you have added to your Items.


 ∞ Configure Items Displayed - Items Matching/Without Tags

Items matching tags

This will display items based on the Tags that have been associated with the item.



This Condition is the default used by the Pre-built Section for Raffle Tickets where the RAFFLE tag is being used.

Items without tags

This will display all of the items that do not have a tag associated with them.


Filtering Item Catalog Elements Using Tags

You can have your Tags set as publicly visible in the Item Catalog element which will allow visitors to filter the displayed items based on the Tag Options you provided.


An example of what your tags may look like in the auction catalog if set.

You can improve the tag "readability" by optionally setting their display text in the Tag Options text field. For example, myTag: My Tag, tagged: Tagged, Electronics will only display My Tag, Tagged, and Electronics respectively in the Item Catalog but will use the tags myTag, tagged, and Electronics when filtering items.

 ∞ Item Catalog - Tag Options

Reviewed: March 2023