Donor Management System
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
Search for your desired Contact and select its Name
3. On the Contact Profile, navigate to the Tags section
On their Contact Profile, select Tags
4. You will see a list of all the created Tags in the DMS
See a list of all of the current Tags in your 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. Either:
- Select specific Contacts you wish to label with a Tag
- Select all listed Contacts on the page
- Select all Records
Select Contacts in 3 different ways
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.
Select Actions > Tag - add to contacts
5. On the next page, choose the Tags that you want to apply to the selected Contacts.
Select the desired Tags you want to add
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 similar steps as adding Tags to remove Tags from your selected Contacts.