[Donor Management System] Adding & Removing Tags to Contacts

After creating new Tags, you can associate them with your Contacts.

Adding & removing Tags to a single Contact

1. Go to the Contacts Tab

2. Search for the Contact you wish to add a Tag to and click on its Name

3. On the Contact Profile, navigate to the Tags section

4. You will see a list of all the created Tags in the DMS

5. Check the box next to the desired Tag to add it to the Contact. And to remove the Tag from the Contact, you can simply uncheck the Tag box.

Adding & removing Tags to multiple Contacts at once

1. Go to the Contacts Tab

2. Select the specific Contacts (1) you wish to add a Tag to, select all listed Contacts on the page (2), or select all records (3).

3. Select the Actions menu at the upper-left side of the Contact list

4. Either type “tag” in the Actions search bar or scroll the list to find the Tag – add to contacts option.

5. On the next page, select the Tags that you want to add to the selected Contacts. You can ignore the Engagement Groups field.

6. Then select Tag Contacts on either bottom or top of the page to associate the Tags to your selected Contacts.

7. Alternatively, to remove Tags from Contacts, choose your desired Contacts on the Contacts Tab and select the Tag – remove from contacts option from the Actions menu

8. Follow very similar steps as adding Tags to remove Tags from your selected Contacts.

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