.. done

Tags
====
.. glossary::

    Tags
        Tags are a light-weight means of grouping people together
        for a specific (usually temporary) purpose.
        Tags are personal (that is, private) for the person
        who created the Tag, and for anyone with whom
        the creator has shared the tag.
        Tags do not display on the Involvement record of the person in the Tag.
        Because the blue Toolbar displays on the `People > Tags` page,
        you have all the options that are available on the Toolbar.

.. glossary::

    Active Tag
        The Active Tag will display in the Header
        to the right of the Search box.
        If you want to change the Active Tag,
        click on the tag that is displaying in the Header.
        Then click on the one you want to make active.
        If you are adding people to an existing tag,
        it must be your Active Tag.

All of the Tags that you have saved or
that have been shared with you
will be listed on your Home Page
under the `My Tags` section.
Just click the one you want to use 
and it will take you to the `Tags` page
with the Tag you selected as the `Active Tag`.

Create a Tag from the Tags Page
-------------------------------

Step 1
    Go to `People > Tags`.

Step 2
    Click `Action > Create Tag`.

Step 3
    Type the `Tag Name` and click `Submit`.

Now your new tag will be the `Active Tag` 
(in the top right corner of the page).

Create / Manage a Tag from the Toolbar
--------------------------------------

Step 1
    On a `Person` page, `Organization` page, or on `Search Builder` results page,
    click the `Toolbar > Gear > Tags > Add All`.

Step 2
    The name of your active Tag will display in the dialog box.

    To create a new tag-
        Type the name of the new tag and then click `OK`.

    To use the active Tag-
        Do one of the following:

        - Check the box to `Clear Tag First` then click `OK`.
          This will remove all existing people from that tag
          before you add this new list of people.
          And when the operation is finished,
          you will be taken to the `Manage Tags` page.

        OR

        - Leave the box unchecked and these new people will be added
          to your active Tag and you will remain on the current page.

Add People to a Tag
-------------------
After creating a tag,
the next step is to find the people you want to tag.

For an organization or search builder results:
    - Click the grey `Tag Icon` in the `Tag` column for those
      you want to add.
    - Or, select `Toolbar > Gear > Tags > Add All`
      to add everyone in the list to the tag.
    - The `Tag Icon` for those belonging to your tag will appear green.

On an people page:
    - Select `Toolbar > Gear > Tags > Add All`
      to add that one individual to that tag.

Sharing Tags
------------
Perhaps you and another staff member have a need to use the same tagged group. 
You can share the Tag with one or more users and each of you will have access to that Tag.
You can share Tags on the `Tags` page.

.. important::
    Anyone with whom a tag is shared can add and remove people from the tag,
    rename the tag, share / unshare the tag with other users,
    even if they are not the creator of the tag.
    However, no one can delete the tag
    as long as it is shared with others.
    The creator must remove the shared users,
    then delete the tag.

Step 1
    Go to `People > Tags` and select the tag you want to share using the drop down menu.

Step 2
    Click the `Shared with 0 users` button.

Step 3
    Enter the name of the user with whom you want to share this tag
    and press `Search`.
    Check the box beside their name and then click `Save Changes`

You can share the tag with more than one user, just repeat the process outlined above.

.. note::
    When a tag is shared with you,
    the name of the tag will appear with the user's name followed by an exclamation mark, 
    followed by the name of the tag like ``Jane Doe!RecentYoungAdultVisitors``

To un-share the tag, follow Steps 1 & 2,
then **uncheck** the user's name and click `Save Changes`

Remove People from a Tag
    This can be done one by one, or for the entire tag.

    - Click the name of your active tag
      in the top right corner of the screen
      and select `Empty Active Tag`,
      to remove everyone from the current Active Tag.
    - Go to `People >Tags`, select the tag to empty,
      then select `Action > Empty Tag`.
      This will also remove everyone from the selected tag.
    - Click the green `Tag Icon` in the `Tag`
      column to remove an individual from the Active Tag.

Rename a Tag
    Go to `People > Tags`, and select the tag.
    Then click `Action > Rename Tag`.
    Replace the current name with the new name,
    then click `Submit`.

Delete a Tag
    Go to `People > Tags`, and select the tag.
    Then click `Action > Delete Tag`.
    At the prompt, select `Yes, delete tag`.

Misc Information about Tags
    - From the Tags page,
      you can send a mass email, print labels,
      export to a mail merge, run reports.
      You can do anything for your tag that is available on the `Toolbar`.
    - You can also **record attendance at a meeting** for a Tag.
    - You can create a special **Track Birthdays Tag**.
    - Tags can be used to **add or remove** people from organizations.

.. seealso::
    | :doc:`../Organizations/AttendeesFromTag`
    | :doc:`../Miscellaneous/HomePageBirthdays`
    | :doc:`../Administration/AddingRemovingUsingTags`
    | :doc:`../Miscellaneous/Home_Index`



+--------------------+------------------+
| **Latest Update**  | **05/11/2021**   |
+--------------------+------------------+

Updated Steps for Adding Individuals to Tag