Adding or Removing People from Tags

Discover the straightforward process of adding or removing people from tags in Breeze ChMS with this informative guide. Whether you're organizing events, volunteers, or ministry groups, effectively managing tags is essential. This article provides step-by-step instructions and practical tips to streamline the process, ensuring you can efficiently update your tag lists as needed. Whether you're a beginner or seasoned user, explore this resource for a seamless tagging experience in Breeze ChMS.

Any number of tags can be assigned to any number of people.

Assign Tags

To assign an individual person or multiple people to a tag:

1. Select the "Tags" tab from the top right.
2. Navigate to the folder containing the tag and click the tag.
3. On the right, click "Add People to Tag."
4. Begin typing the person's name. The name will appear in a dropdown list.
5. Select the person's name.
6. Repeat steps 4 and 5 until everyone you'd like to add has been selected, then click "Add."

Alternatively, you can assign multiple tags to a single person.  To do this:

1. Navigate to a person's profile page.
2. Click "Tags" from the left menu.
3. On the right, click "Assign/Unassign Tags."
4. Select the tags you'd like assigned/unassigned to that person.
5. Click to save your changes.

Unassign Tags

 To unassing a tag or tags from a specific person:

1. Select the "Tags" tab from the top right.
2. Navigate to the folder containing the tag and click the tag.
3. You will see a list of people within that tag. Click the remove icon to the right of the person you wish to remove.

Alternatively, you can unassign multiple tags from a single person.  To do this:

1. Navigate to a person's profile page.
2. Click "Tags" from the left menu.
3. On the right, click "Assign/Unassign Tags."
4. Deselect the tags you'd like unassigned to that person.
5. Click to save your changes.

Bulk Assign or Unassign People to Tags

1. Search People for those who you would like to tag, using a specific profile field by Selecting the "People" tab from the top left.
2. On the left, click "Show More Filter Options."
3. Select all of the criteria you would like to filter by. The results will show up on the right.
4. Using the Action Panel select either "Assign to Tags" or "Remove From Tags" to bulk tag or untag the people who match your search parameters.