Edit Tags
Add tags to a volunteer to label and segment them however suits your operation — useful for filtering and reporting. A volunteer can have multiple tags.
Opening the volunteer's Tags page
To open the Tags page:
On the Volunteers page, click the Volunteers tab.
Click the volunteer's name to open their profile.
Click the Edit dropdown, then Tags.
Assigning tags
- Assign an existing tag — pick a tag from the dropdown, then click Save (or Save and add another to keep adding). The dropdown lists only tags not already assigned to this volunteer.
- Create a new tag — type a name and click Create and Assign to create the tag and add it to this volunteer in one step.
- Assigned tags appear in a list; click Remove next to one to take it away (with confirmation).
The master list of tags is maintained under Administration → Volunteer Tags.