Summary: This guide walks you through the quick and easy process of adding new tags in the People area, allowing you to streamline church management by creating custom labels to organize people, events, contributions, and improve communication efficiency.
Before You Begin
- You must have the necessary permissions to access and modify the People database and Tags.
- Decide on a descriptive Name for your new tag (e.g., "Regular Volunteer," "2025 Pledge").
Step-by-Step Instructions
1. Click the Tags tab from the top right navigation.
2. Navigate to the folder in which you desire to place the tag. [Note: You can also select the All Tags folder to place the tag at the top level.]
3. Click the Add Tag button.
4. Enter your information into the Name field for the new tag.
5. Click Add.
Troubleshooting & FAQs
- How do I put the new tag into a folder I already created? In Step 2, click on the folder name on the left side menu before clicking the Add Tag button.
- How do I find all the people associated with this new tag? Once created, Select the tag from the left side menu. The main list will filter and display only the people who have been added to that specific tag.