Adding or Removing Tags in Bulk


Person records can be marked with tags regarding various activities, small groups, elder assignments, volunteer opportunities, and other distinctions for easier filtering and reporting. For single records, users can open a profile and add a tag to their list quickly, but this process can be tedious if multiple records need to be updated with the same tag.

In these situations, users can use the bulk update tool on the People view for adding and removing tags.

To use the mass update tag feature,

  1. Go to the People view in your preferred mode.
  2. Select those you want to change, either by checking boxes next to each name or filtering using Smart Groups, traits, or other tags. If filtering, you will want to click the topmost checkbox to select all visible records.
  3. Once the desired records have been checked, a black bar will appear at the bottom of the screen. Click the button that's labeled "Add or Remove Tags".
  4. A pop-up window will appear with the rest of the screen greyed out behind it. This window will show all tags found on the selected records. If the tag is greyed out, the tag belongs only to some of the selected records. If the tag is not greyed out, the tag belongs to all of the selected records.
    • To add a tag, type in a tag and press the Enter key to apply the tag to all of the currently selected records.
    • To remove a tag, click the "x" at the end of a specific tag to remove it from all selected records.
  5. Click "Close" to close the updater.