Donor Management System
After learning about Tags, you can easily create new Tags for selection in the DMS.
Adding a Tag
1. Visit your administrative Settings
2. Under Customize Data and Screens, select Tags (Categories)
Select Tags (Categories)
3. Select Add Tag at the bottom right corner of the screen
Select Add Tag
4. A New Tag popup will appear with the following information:
Fill out the necessary information to add the new Tag
Fields:
- Name: the name of the Tag.
- Description: optional description of the Tag.
- Parent Tag: add this new Tag to be under an existing Tag to help organize your Tag Tree (e.g. Volunteer > Part-Time).
- Used For: legacy field currently not active. Please leave it as is.
- Colour: change the colour of the Tag for easier visualising.
- Reserved?: please leave this box blank. Reserved Tags cannot be deleted.
- Selectable?: please leave this box checked.
5. After adding all the necessary information, select Save to add the Tag.
Modifying a Tag
1. Visit your administrative Settings
2. Under Customize Data and Screens, select Tags (Categories)
Select Tags (Categories)
2. Select the Tag you wish to modify under the Tag Tree
Select your desired Tag
3. On the right, you'll see a box with information about the selected Tag. Select what you wish to modify:
Select what you'd like to modify
a. Select this little box icon to change the Tag’s colour.
b. Hover your cursor on and select each piece of information to edit them.
c. Select each button to launch an Action:
- Add Child: create a new Tag to be under this existing Tag to help organize your Tag Tree (e.g. Volunteer > Part-Time). *this feature is currently being fixed so please do not create Parent or Child Tags*
- Clone Tag: add a copy of the same Tag.
- Move Tag: move this Tag to a new Tag Tree.
- Delete: delete this Tag.