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How To: Add Tags to Many Records

November 12th, 2015

I recently got this question:

“I need to add two tags to everyone in our data base that already has the tag of [Tag-1] or [Tag-2]. Can I do this without having to go into each record?”

Tags are a powerful way to slice-and-dice your data. I use tags almost exclusively over categories… are you making use of tags? And yes, there is a super easy way to do this… here’s what you do (this applies to the Contacts, Companies and Jobs List Panels):

Let’s use Contacts as an example. Go into Manage Columns with this icon:

jibberjobber_manage_columns

Change Rows Per Page to 255 Contacts, then click Save:

jibberjobber_rows_per_page

Optional but highly recommended: Do a filtered search to narrow down your List Panel (like below). Check out this post on filtered searches.

jibberjobber_filtered_search_tags_family

On the left, click the checkboxes of each record you want to add the tags to.  You can select all with the top-left checkbox, and then deselect the records you don’t want one-by-one.

jibberjobber_listpanel_checkboxes

At the bottom of the List Panel, there are icons… choose the the fourth from the left… the rubber-stamp looking one:

jibberjobber_listpanel_multi_action_tags

On the page that comes up, add new tags in the big box, then click save:

jibberjobber_multi_tag

That’s it!  You can see that you can easily remove tags from Contacts, too.

 

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