Tags

Tags help you organise and categorise your Members and Contacts. Create your own labels (e.g., “Committee”, “Prospects”, “Widows”, “Charity Reps”) and assign them as needed. You can then filter lists and send emails to tagged groups.

Where Tags are used
- Members: assign and manage tags from a Member’s record under the Tags card.
- Contacts: assign and manage tags from a Contact’s record under the Tags card.
- Emailer: select Tag-based groups when choosing recipients.

Creating and Deleting Tags
From a Member or Contact record, click Manage Tags to open the Tags manager:

• Add a Tag: Click Add a Tag, enter a name (max 50 chars), and save.
• Remove a Tag: Click Remove next to a tag to delete it from your lodge. This does not delete Members or Contacts; it only removes that tag and unassigns it from all records.

Assigning and Unassigning Tags
- Click Assign a Tag and choose from your lodge’s tags. Already assigned tags are disabled in the list.
- Click a tag row to open it and unassign from the current Member/Contact.

Filtering by Tags
- Members: use the Filters page to restrict results to those with a specific tag.
- Contacts: open the Contacts list with a specific tag via the Tags section or by navigating to the Contacts page filtered by a tag.

Using Tags in Emailer
In the Emailer, start typing to select a Tag group (shown as “All with the "Tag Name" Tag”). The message will be sent individually to all Members and Contacts with that tag.