[Donor Management System] Understanding Tags

Tags are another great way to categorize, segment and analyse your Contacts in the DMS. You should use Tags whenever you are trying to further segment or categorise your Contact list.

In turn, you will be able to filter your Contacts with Tags when performing an Advanced Search or looking through Reports.

Example:

Creed Bratton is a part-time volunteer within your organization.

You can then add a Tag to Creed called “Volunteer” or “Part-Time Volunteer” in order to filter by this Tag on Reports and Advanced Searches.


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