Tags

Tags allow you to assign specific descriptive tags to categorize contacts. You can manage tags for a #Single Contact or #Multiple Contacts.

To assign a tag to contacts, your Administrator must first Configure Tags.

Tags can be used to categorize Individuals, Organizations, and/or Household contacts.

Once created, tags are available to all contact types (Individual, Organization, Household). You can NOT create tags that are ONLY for use with, for example, Individual contacts.

Tags are not available for use with other types of records such as activities or events.

For example, you could use tags to indicate the role(s) your constituents play in the organization (Staff Member, Volunteer, Foundation Representative, etc.).

Tags are first pre-defined through Administer CiviCRM and only then can they be applied to contacts.

Tags are searchable and can be the basis of a Smart Groups.

For assistance in deciding when to use tags, see Tags vs. Groups vs. Custom Fields.

Assign or Remove Tags: Single Contact

You can assign tags when creating new contacts.

For existing records:

Search for and open a contact record. You will see the navigation tabs:

Click on the tab labeled Tags. You will see a list of existing Tags, along with the message:
"Current tags for "contact name" are highlighted. You can add or remove tags from Edit Tags."

To add or remove tags, click >>Edit Tags, which brings you to the Tags screen.
The Tags screen lists all available tags.

To assign or remove a tag, simply mark or unmark the checkboxes by clicking on the box to the left of the tag name.

Click Update Tags to save the changes or Cancel to cancel.

If successful, you will see the message "Your update(s) have been saved."

Assign Tags or Remove Tags: Multiple Contacts

To add or remove tags from multiple contacts, first perform a Search for the contacts you want to modify.

Select the contacts you want to tag from the list.

From the -more actions- drop-down menu at the top of the list, choose either
Tag Contacts (assign tags) to ADD tags or
Untag Contacts (remove tags) to REMOVE tags.

and click Go.

From the Tag Contact(s) screen, to assign or remove a tag, simply mark or unmark the checkboxes by clicking on the box to the left of the tag name.

Click Tag Contacts to save the changes or Cancel to cancel.

If successful you will see the message:

Contact(s) tagged as: "tag name"

Total Selected Contact(s): 3
Total Contact(s) tagged: 2
Total Contact(s) already tagged: 1

To create new tags or delete existing tags, see Configure Tags.