Bulk Assigning or Unassigning Tags

This article will guide you through the process of bulk assigning and unassigning tags to people in your Breeze account.

Bulk Assigning Tags

  1. Log into your Breeze account and go to the "People" section.

  2. Choose the people you want to assign a tag to. You can do this by:

    1. Selecting individuals directly from the list.
    2. Filtering your people list and selecting specific groups.
    3. Using your saved filters.
  3. Once you've selected the individuals, click "Assign to Tags."

  4. A window will appear showing how many people the tag will be applied to. Select the tag(s) you want to assign from the list.

  5. Click the "Assign X People" button to apply the tag to the selected people.

Bulk Unassigning Tags

  1. Log into your Breeze account and go to the "People" section.

  2. Choose the people you want to assign a tag to. You can do this by:

    1. Selecting individuals directly from the list.
    2. Filtering your people list and selecting specific groups.
    3. Using your saved filters.
  3. Click "More Actions" and choose "Remove from Tags."

  4. A window will appear showing how many people will be affected. Select the tag you want to unassign them from.

  5. Click the "Remove X People" button to remove the selected people from the tag.

In Legacy People

Bulk Assign in Legacy

To assign a tag or tags to a group of people:

  1. Pull up the list of people you'd like to assign to a Tag by running an advanced search.
  2. Click "Assign to Tags" on the right in the action panel.
  3. Select the tags you'd like those people assigned to.
  4. Click "Assign."2019-12-19_10-43-46__1_.gif

Bulk Unassign in Legacy 

To unassign a tag or tags to a group of people:

  1. Pull up the list of people you'd like to unassign from a Tag by running an advanced search.
  2. Click "Remove from Tags" on the right in the action panel.
  3. Deselect the tags you'd like those people removed from.
  4. Click "Remove."

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