Managing Tags
Suppose you might want to delete all tags designated for a church or organization in your database with the Tag “ABC Church,” in this example.
One way to do this is to go into each record and click into the EDIT field. Then place your cursor in the Tags field and delete the church Tag one record at a time. An easier and quicker way is to use the Manage Tags menu, located near the login user symbol at the top right of the screen.
When you click on Manage Tags, each of your currently-defined tags shows up in the dropdown box with a red X beside the tag. Clicking on this “X” will remove the tag from all records in which that tag appears. Notice the warning at the top of this dropdown box: “Removing a tag will remove it from the system and the tag will be removed from all contacts who currently have it on their record. This is permanent and cannot be undone.”
Editing a Record
**Please note that when you are editing, it is not instantaneous. Most “big” edits like an address or changing a name are done manually and must be checked by an actual person in the International Ministries office. Please allow 1 to 4 days for the edit. By clicking on a specific record, you will gain access to the screen on the next page. Notice the Tags field which allows you to simply create by text entry any tag you want, or pick from a drop-down listing of tags that are already in your database when you click in this field. Also notice the two fields that may be checked to indicate what sort of mailing this person will receive . You must click on the checkbox you wish to apply, except for records initially transferred by our IT Department. Those were defaulted to show USPS mailing. If neither of these is clicked, the record will not be included when you request a mailing through our Print Services Department.
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