This article will guide you through the process of bulk assigning and unassigning tags to people in your Breeze account.
Bulk Assigning Tags
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Log into your Breeze account and go to the "People" section.
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Choose the people you want to assign a tag to. You can do this by:
- Selecting individuals directly from the list.
- Filtering your people list and selecting specific groups.
- Using your saved filters.
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Once you've selected the individuals, click "Assign to Tags."
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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.
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Click the "Assign X People" button to apply the tag to the selected people.
Bulk Unassigning Tags
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Log into your Breeze account and go to the "People" section.
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Choose the people you want to assign a tag to. You can do this by:
- Selecting individuals directly from the list.
- Filtering your people list and selecting specific groups.
- Using your saved filters.
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Click "More Actions" and choose "Remove from Tags."
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A window will appear showing how many people will be affected. Select the tag you want to unassign them from.
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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:
- Pull up the list of people you'd like to assign to a Tag by running an advanced search.
- Click "Assign to Tags" on the right in the action panel.
- Select the tags you'd like those people assigned to.
- Click "Assign."
Bulk Unassign in Legacy
To unassign a tag or tags to a group of people:
- Pull up the list of people you'd like to unassign from a Tag by running an advanced search.
- Click "Remove from Tags" on the right in the action panel.
- Deselect the tags you'd like those people removed from.
- Click "Remove."