We know how important it is to be able to keep track of the relationships that you have with your contacts. That's why we have a Tags tool to help you group your contacts.
Our Tags tool offers an easy way to manage contacts within your database. When you use tags to organize your contacts, you can identify the relationships you have with your contacts and keep your contact list organized.
The Tags tool is always accessible from the Contacts screen in the second tab under the Contacts title bar.
When you click on the Tags tab in Contacts, you'll open up a list of your tags. From here, you can search your list, pin commonly used tags to your sidebar, and merge existing tags. You can even export information on donations made by contacts belonging to specific tags.
Each tag is made up of the following parts:
Name - This is the name of a particular group of contacts.
Contacts - These are the contacts that belong to a specific Tag. There is no limit to the amount of contacts that can be a part of a Tag, or the amount of Tags a contact can be a part of.