Setting Up Tags, Sync Tags to Impacts or Users

Tagging allows you to create a set of tags for users, events, impacts, or documents within the GivePulse system. In the instance you needed to tag a specific document and run a search on this specific document, you can do that. You can also tag individual users, impacts, or events within the platform in a similar manner. You can expose the tag column in from the Configure Layout menu in each of these core areas. 

Set up tagging

To set up Tagging, you must navigate to More Tools > Tags, and add tags for the system. This will then allow you to tag any specific object with that tag for searching and reporting abilities.

New View:

Once the tags are created, if you navigate to e.g., the Documents section, every single time you add a document you have the opportunity of defining the tag associated with the document as shown: 

New view:

Tagging an Impact

Here is an example of tagging an impact, first select the user/s impact or impacts >>> Bulk Actions >>> Tag Records:

New view:

Next, select the tag you wish to apply and click Tag:

Tagging a User

New view:

Here is an example of tagging a user, first select the user>>> Bulk Actions >>> Tag User Records:

Next, select the tag you wish to apply and click Tag:

Untag a Record

1) Select the user, event, impact, etc 

2) Click on Bulk Actions

3) Click Tag Record

4) Select the Tag you wish to Untag

5) Click button Untag 

Visit these other support articles to learn more about Syncing Tags, Quick Notes, and Event Tags.