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Return to Tags AdminConfigure Tags OverviewTAGS (CATEGORIES) provide a way to categorize contacts. Tags can be assigned to any kind of contact record and you can create as many tags as needed to organize and segment contact records. Configure TagsBegin at the Administer CiviCRM page. In the Option Lists section, choose Tags (Categories). You will see a list of existing tags (Company, Non-profit). You can create a NEW tag, Edit or Delete EXISTING tags using the links to the right of each tag. NEWTo enter a New Tag, click on the »New Tag link at the bottom of the list of tags. Type in the Name and Description for each tag. Click Save to save the tag. If successful, you will see the message:
EXISTINGFor EXISTING prefixes you can Edit or Delete each option using the links to the right of each tag. EDITSelecting Edit will bring you to the Edit Tag page where you can change the Name and Description for each tag. Click Save to save the tag. If successful, you will see the message:
DELETESelect Delete to delete the tag. You will be given this warning:
Click Delete to continue or Cancel to cancel the deletion. |
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