Tagging Records
Tags are configured under the Customers App > Setup > Tags and once setup can be used in the following record types:
-
Individual Records
-
Organization Records
-
Committee Records
-
Chapter Records
-
Queries
-
Business Units (GL account creation)
Locate the Tags field in the desired record and begin typing the name of the tag you wish to apply. Committee and Chapter Records offer the additional benefit of the Select All check-box, for the immediate selection of all tags.
While similar to Categories, which are also used to label records in the system, tags and categories differ in the following uses:
| Feature | Tags | Categories |
|---|---|---|
| Visible on the Overview tab | Yes | No |
| Applicable to queries | Yes | No |
| Available in the API | Yes | Yes |
| Filter via API | Yes | No |
| Available in product records. | Yes | Yes |
| Can be made visible on the My Profile page | No | Yes |
| Usable in price attribute configuration | No | Yes |
| Usable in the mass membership renewal process | No | Yes |
| Usable to direct-link to products in the purchase wizard | No | Yes |
| "Flowdown" between records | No | Yes |