Use the tagging feature to categorize multiple records or all records across the following groups:

You'll have the following tagging options:

To add, remove and overwrite tags records, follow the steps below:

Step 1: Navigate to your Manage Tab and select the group of records you wish to edit from the left navigation (Donations, Recurring Profiles, Pledges, Personal Pages, Team Pages, Organization Pages, or Ticket Orders).

Step 2: From there, determine the records you'd like to tag. You can use the Filter at the top to filter the table view and then use the checkboxes on the left of the profiles to select any number of records to tag.

Step 3: Select Bulk Edit at the top to create and apply your tags. If you decide to select a certain number of records, you will see that number on the Bulk Edit button.

The Bulk Edit option allows you to Add, Remove or Overwrite Tags.

Step 4: Select Add a tag to Add, Remove or Overwrite a new tag. Choose from any of the tags previously added, or create a new tag by typing the tag name in the Add a tag field, and pressing enter.

You can Add, and Remove multiple tags in each update.

To Remove a tag added during an update, select the tag, then select Remove.

Step 5: Select Apply Bulk Update. You'll see the new tags listed on the table and in each profile by selecting the pencil icon on the right.