Tags

As Tags can be associated to Persons, Contact Organisations, Categories, Items, Discounts and Tender Rules, a handy page has been put together to allow viewing of these tags.

The table shows the total number under each listing where the tag is utilised and each tag can be drilled into further using the VIEW action next to the tag in the table.

Tag Dictionary

Tags can be created from the Tag Dictionaries page via the action menu.

As tags can be associated to Persons, Contact Organisations, Categories, Items, Discounts and Tender Rules, when creating or editing any of these Charity Suite Portal attributes, the Create a New Tag button is visible on the attirbutes page, and the user will be taken to another tab/window to create a Tag to be added to the Tag Dictionary.

Create a Tag

A Tag name must be between 3 and 100 characters in length and unique. If a tag of the same name already exists, the user will receive an error message.

Edit and Archive a Tag

On viewing the Tag from the table, the Tag details can be edited or archived.

The action of archiving a Tag will be confirmed before being committed to the database. Any archived Tags will not be visible in the list tables.