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Beginning with Tags

Submitted Feb 01 by Michael Biolsi

Tags provide the ability for you to sort your people quickly and powerfully. It is much less restricting than simply using groups or categories. Tags can be added at any time, but I find it easier to add some basic tags when I add new people.

To add tags:

1) either create a “New Person” of click the “Edit” button next to an existing person
2) scroll down to the “Tags” field (located in the Extra Info section
3) add your tags, separated by a comma
4) click “Create Person” for a new record, or “Update Person” if you are editing someone

note: you can have as many tags as you want and tags can be more than one word. Play around to see what works best for you. I find that simple works best for my brain. 8-)

 

Comments

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Toby Sterrett
Stafftool Support

Awesome, thanks for this overview of tagging Michael. Tags are indeed deceptively simple, but combined with Smart Group functionality, you can unlock a lot of power by taking a few moments to tag your records. I wrote up a blog post that goes over some of the Smart Group functionality if you’d like to take a look at that as well!

Feb-03 2008 at 12:57.
 
 
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