3.0 Configuration


CivicRec
®

Organization - Create, Edit, or Delete Item Tags

Overview

The Organization tab contains settings in CivicRec, such as Local Resident Criteria, Custom User Fields, Organization Policies, Organization Options, Organization Information, Item Tags, and Account Flags, available for you to edit and manage. This ensures that your organization will run smoothly when adding content like activities and memberships etc.

Item Tags categorize or group certain features like activities, POS, and facilities, etc., that you can use for criteria searches. Think of an item tag as similar to a hashtag, used for social media. Here you can create and edit your organization’s item tags.

Instructions

  1. Navigate to Configuration > Organization > Item Tags
    chrome_2017-11-27_17-33-47.png
  2. To make a new tag, select the Create Tag button
    chrome_2017-11-27_17-35-01.png
  3. Fill in fields
    • Tags
      chrome_2017-11-27_17-36-04.png
      • Name: Give the tag a name
      • Type: Select what type of tag you want to create
    • Facilities: Select which facilities to apply the tag to 
      chrome_2017-11-27_17-37-59.png
    • Sessions: Select which activities to apply the tag to 
      chrome_2017-11-27_17-38-48.png
  4. Select Save New Tag
    chrome_2017-11-27_17-39-18.png
  5. To edit an existing tag, select the Back to Tags (Full Listing) button
    chrome_2017-11-27_17-40-07.png
  6. Select the edit tool next to a tag
    chrome_2017-11-27_17-40-40.png
  7. Make modifications to any field or tab
  8. Select Save Tag to save edits
    chrome_2017-11-27_17-41-31.png
  9. Select Delete Tag to remove a tag from the system
    chrome_2017-11-27_17-42-05.png
    • Note: Alternatively, on the main Tags page, select the red X to delete a tag
      chrome_2017-11-27_17-43-26.png
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