Tags Video

 

Group People using Tags

Looking for a great way to place people together in a Group? Well, look no further! 

With Tags, you can quickly organize groups of people and easily communicate with those groups within a couple of clicks! Organize your Tags even more by putting similar Tags into folders or sub-folders. 

 
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Comments

13 comments
  • Hi there, are you currently on being able to WhatsApp or use Facebook Messenger to contact people within a tagged group? 

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  • Hey Gabe - our communication works strictly through Breeze.  We do not have any extension/connection to WhatsApp or Facebook.  The email and text feature can be used through Breeze, though! 

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  • How to edit the folders order?

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  • Hey nlopezcobar2011!

    Great question! Form Folders are going to be placed in alphabetical order. This follows the consistent logic of alphabetical order throughout Breeze and at this time cannot be changed. 

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  • I cannot create new tags and tag folders in Microsoft Edge.  I have to switch to Chrome to get this done.  Can you please fix this bug?  

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  • @techsupport

    We sincerely apologize for the inconvenience that this may cause you. Our team is already working hard to make sure that Breeze is operating effectively in all browsers. We appreciate your patience with us!

    Blessings, 

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  • Hello Support - Can tags be used to group people into a hierarchy? For example

    3 Level 1 groups (lvl1_g1, lvl_g2, lvl_g3)
    1 Level 2 group that includes everyone from the level one groups. 

    Each Level 1 group has an admin that can see and control that group only. 
    Level 2 group has an admin that can see and control the level one groups. 
    Then a Level 3 group that can see everyone. 

    Your thoughts?

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  • Hey @smssfo!

    I think this is a great use of tags! You'll be able to customize each person's role with the instruction of this article. You can have as many roles as you'd like! https://support.breezechms.com/hc/en-us/articles/360001334054-Editing-a-Role 

    Also, to get the tag permission down, you might find this resource helpful that walks you through limiting access to certain people based off of tags: https://support.breezechms.com/hc/en-us/articles/360001334054-Editing-a-Role 

    Hope this helps!

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  • Hey @smssfo!

    I think this is a great use of tags! You'll be able to customize each person's role with the instruction of this article. You can have as many roles as you'd like! https://support.breezechms.com/hc/en-us/articles/360001334054-Editing-a-Role 

    Also, to get the tag permission down, you might find this resource helpful that walks you through limiting access to certain people based off of tags: https://support.breezechms.com/hc/en-us/articles/360001334054-Editing-a-Role 

    Hope this helps!

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  • Can you print all people listed under the tags?

    we want to be able to see them all at once

     

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  • Hi ellingtonacchurch!

    That's a great question. While there isn't a native way to do this in Breeze, you can always print a page of Tags using your web browser. That should do the trick!

    If you have more questions about printing a particular page, feel free to email us support@breezechms.com and we'd love to help!

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  • Can you build reports based upon Tags?

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  • @manwac

    That is a great question!  Yes, you can build reports using your Tags.  If you are working in the People tab, you would click on "Show More Filter Options" on the left side of the screen.  Scroll all the way to the bottom to the Tags heading and choose the Tag you want to export a report for.

    If you are working in Contributions, you can go to the Reports screen and click on the "More" dropdown.  Choose the "People" checkbox.  This will turn on a "People" dropdown.  Inside of that, you can filter by Tags.

    Hope this helps!

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