System Tags: Tagging via Mass Action

Adding Tags

Tags can be added to Contacts & Properties via mass actions. If you add a Tag to a Property record, the Tag will also show on any attached Listing records. Contact Tags will only appear on Contact records.

The following steps are the same for each of these modules;

1. Go to 'Contacts/Properties'
2. Select the records you want to add the System Tag to
3. Click 'Mass Actions'
4. Select 'Add Tags'
5. Select the System Tag/s you wish to add to the records from the drop down
6. Click 'Add Tags'
7. Click 'Confirm'
8. A pop-up box will confirm the following information:
   • Number of records selected
   • Number of records which failed to update
   • Number of records which were skipped
   • Number of records which were updated
9. You can view update logs by clicking the Blue hyperlink to 'view update log' which will open a pop out of information regarding the changes made.

Removing Tags

1. Go to 'Contacts/Properties'
2. Click 'Filter Contacts'
3. Add Tags from the Tag dropdown box
4. Click "Apply Filter'
5. Select the records you want to remove the Tags from
6. Click 'Mass Actions'
7. Select 'Remove Tags'
8. Select the Tags you wish to remove from the dropdown
9. Click 'Remove Tags'
10. Click 'Confirm'
11. A pop-up box will confirm the following information:
    • Number of records selected
    • Number of records which failed to update
    • Number of records which were skipped
    • Number of records which were updated
12. You can view update logs by clicking the Blue hyperlink to 'view update log' which will open a pop out of information regarding the changes made.