Tip of the Week May 27, 2024
The Tags feature in Volgistics provides a useful way to temporarily mark multiple volunteer records so you can perform tasks for all of these records at once. Tag Functionality explains more about what tasks you can perform for tagged records.
Here are some helpful things to keep in mind when using the Tags feature:
- Tags only stay in place during the operator’s current session or until they are cleared. If you need to mark records so you can identify them when you log in again, you can use Flags to Permanently Mark Tagged Records.
- Each operator will only see records that they tag. Other operators will only see their own tags.
- Tags are cumulative for your session unless they are cleared. So if you tag 8 records and perform a task, and then tag 5 more records without clearing your tags, you will have 13 records tagged.
- You can clear tags using the Tag icon on individual records, or you can clear all tags at once by clicking the Clear all tags button found under Tags on the menu.
Don’t like YouTube? Click here instead.