Tags

What are Tags?

Another tool to help you organize and identify data is Tags.  A tag is a label or keyword attached to your data.  You can then have tags display on your Lists/Reports, filter for some kinds of tags and add them to some data in bulk.  Additionally you can color code your tags for easy recognition.  Admire will not allow a record to be tagged with a duplicate tag.

Where Can I Put a Tag?

• You can add a tag to:

  • Any contact information like a phone number or address.

    • Example: tag a phone number “Call only in evening”.

    • Example: tag an address “Summer Home”.

  • A pledge or payment.

    • Example: tag a pledge “might up pledge when sends payment”.

    • Example: tag a payment “third party check”.

How to Add Tags

• When entering or editing a Pledge or Payment scroll to where it says Note or Notes +.

  • If there is a + sign next to the word Notes, click it to expand.

• Select the tag icon located on the top right corner.

• A pop up with a search bar will appear along with existing tags in your database.

• Type a new tag in the search bar to enter it.

  • Or use the search bar to look for an existing tag you do not see listed.

  • Toggle on a existing tag by clicking on the next to it.

  • If entering a new tag you will be prompted with a screen allowing you to select the tag color.

• You may tag an item with more than one tag.

• Click   or when done (depending on which screen you are in).

View/Edit Tags

• You see the attached tag:

  • Address Tag - on the Account’s screen under the Address.

  • Contact Info Tag (eg. phone number) - on the Individual’s screen under that contact information.

  • Pledge/Payment Tag - on the Pledge/Payment screen and on the Account’ screen on the Pledge/Payment tab (you might need to scroll to the right to view).

• To remove a tag:

  • Open the data so that you can edit it. (Either click on it and/or select the icon associated with that piece of data.)

  • Click the x next to the tag to remove.

• When putting in a tag, you can either hover over or click on the tag to view more information about it.

Delete A Tag From Database:

• Hover over or click on the tag in an entry/edit screen (see above).

• Click on .

• If it is tagged to data already, a notice will pop-up:

• To remove the tag from your database click Delete.

Change Tag Color:

• Hover over or click on the tag in an entry/edit screen (see above).

• Click on .

• Screen with colors will pop up.

• Pick the color and then click  to Save.

How to View Tags on Lists/Reports

• When on a List of either Pledges or Payments:

• Select at the end of the Headers.

• Scroll down the list to find .

• Click to toggle it on (dark purple color = on).

• Remember to .

• Scroll all the way to the right to view the Column called Tags.

• Note: You can click and drag column headers to change their order.

How to Filter for Tags

You can easily add a filter to your Lists/Reports to search for specific tags.

• When on a List of either Pledges or Payments:

• Select .

• In the search bar that appears type in Tags or click on it to search for Tags from the list.

• Select either:

• Then select from the next dropdown any or all of the tags you wish to filter for.

  • The top option allows you to select all.

  • You can also easily select multiple tags.

• Then click on to update.

Add Tags in Bulk

You can only do this for Pledge and Payment tags.

• Open a List/Report of Pledges or Payments.

• Filter as needed.

• Select a Pledge/Payment

  • or click on the Header checkbox to select all on that page.

• Continue to select all the Pledges/Payments you wish to Tag.

  • Or choose - Select all # pledges - which now appears at the top of the list.

• Select the  which now also appears on the top right of the list.

• Select/search for an existing tag or add a new one.

• Click the grey area next to the tag to add it to all the selected records.

• Please Note:

  If the record you selected ALREADY has that tag it will NOT tag it a second time.