Support

Tags

For better organization of the member database, you can create your own tags for labeling and filtering.

Module location

You can access the module in Management > Settings > Members > Tags.

Using tags

In Management > Members you can assign or remove any tags for individual members, either on the member edit screen or via a bulk action in the list of all members. You can also filter by tags.

Creating a new tag

  • In the top right corner of the screen, click the button with the “+” icon.

  • In the dialog that appears, enter the name of the new tag and then press the OK button to create the tag.

Managing tags

Editing and deleting: Anyone with permission can edit or delete tags. Editing a tag takes effect for all members it is assigned to. A deleted tag disappears from all members it was assigned to.

Permissions and access

Managing tags requires permission in the Settings and Members modules.

Member database

A database of all your members including any representatives they may have – both active and inactive. It offers search, advanced filtering, import and a wide range of exports.

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