Tags are a way to identify records with a custom keyword or phrase in order to filter or report on records in a way that is custom or specific to a district or program. Tags may also be used within the Facilities module to assign facility room rental rates.
Creating Tags from the System Menu
Tags may be created and modified from the System -> Tags menu for all list views.
NOTE: A user permission for creating, editing and deleting tags is available within System -> User Permissions.
- Point to System.
- Select Tags.
- Select Add Tag.
- Give the tag a name.
NOTE: Tags must have a unique name but may be used in multiple list views. Tags are not case sensitive (i.e., assistance and Assistance are the same tag).
- Select a color.
- Select available list(s) where the tag will be used.
- Select Create.
Creating Tags from a List View
Tags may also be created from a specific list view.
- Browse to the desired list view (i.e., Contacts -> People).
- Select one or more records to tag.
- Select the Tags button in the top left corner of the screen.
- Enter the tag name.
- If no existing tag is displayed, select Create new tag and select a color.
If the tag is recognized as being used in another list view, select the tag.
- Select Create Tag or Apply Tag.
NOTE: The Modify Tags button in the above dialog boxes will open the System -> Tags list view in a separate browser tab.
Adding Tags from the Show Page
Tags may also be created directly on a record's show page using the Edit link.
Modifying and Removing Tags
Removing a Tag from a list view will remove the tag from all records in that view.
System -> Tags
Once a tag has been created, browse to the appropriate list view and select records to tag. Using the TAG button in the top left corner of the screen, select the tag to assign to selected records.
NOTE: Records may have multiple tags assigned.
Using Tags on Multiple Records
Individual records may have multiple tags attached.
Modify tags on multiple records by selecting the records and selecting the Tags button at the top left of the screen. In the below screenshot, the AE Instructor tag is partially selected and the YE Instructor tag is selected for all records.
The three tag indicators are:
All selected records have this tag
not all selected records have this tag
- Unselected - no selected records have this tag
Displaying Tags on the Show Page
Tags are displayed on each record show page as appears in the below screenshot.