How do I Add a Tag to a Member?

  Overview

In this article you will learn how to add a tag to a member. RecDesk allows you to add tags to Member profiles and then easily search for all Members labeled with that tag.

  Before You Start

Before tagging members, be sure to add any/all tags you'd like to use. See How Do I Create Tags?

   Click on a the member name from the Member List of which you wish to add the tag.

How to add a tag to a member:

1. Click Add Tag
2. Check off all tags that apply to the member
3. Click Close Edit

  Tips:

Effective use of a member tag may look like this:  Track customers/members with special medical needs by adding a tag named medic alert. This tag will then show up on all interactions with customer and can also be used for filtering and searching on Members. These same filters can be applied when creating a recipient list for bulk emails.