What are tags?

Add a Tag

• To add a tag, head to your Contacts page: Contacts -> Contacts & Donor Management.

• Select a contact from your list and on their page hit Edit. 

• As you start typing a tag in the Tags text box on a Contact record, the system will auto-suggest tags based on previously created tags.
• If you don't choose an existing tag, and you complete your keywords and hit Add to create a new one.  Tags can have spaces in them.

• When a new tag is added, the new tag will then be available to be used by other users as they are tagging contacts. Click Contacts-> Contacts & Donor Management

• Click Filter.

• You are able to search by tags to locate contacts as shown below.

• Compared to the group functionality also available, tagging is an easier and quicker mechanism for categorizing contacts.
• The tag concept is also available for donations. Click on the details of the donation->Actions->Add Tags.

• To add tags for volunteer hour entries in the BetterUnite system, click on the Tag icon next to the Volunteer job as shown below.

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

Let's go do some good.