Find Tag People
===============

This feature allows you to find people in your database using a combination of name and other identifying information (birthday, email, phone), and add all matched people to a Tag. This is useful when you have a list of names from an external source (such as an event sign-up sheet, a spreadsheet from another system, or a printed roster) and you need to locate those people in TouchPoint and group them together.

The tool uses TouchPoint's person-matching logic to find each individual. It requires a first name and last name for every row, plus at least one additional identifier (birthday, email, or phone number) to help match the correct person.

.. note::
    You must have the **Edit** role to use this feature.

Preparing Your Data
-------------------

Your data must be formatted as **tab-separated columns** with a **header row**. The easiest way to do this is to copy directly from an Excel spreadsheet.

**Required columns:**

- **First** -- the person's first name
- **Last** -- the person's last name

**At least one of the following columns is also required:**

- **Birthday** -- the person's date of birth
- **Email** -- the person's email address
- **Phone** -- a Cell Phone number
- **Phone2** -- a Hone Phone number
- **Phone3** -- a Work Phone number

.. important::
    The header row must use the exact column names listed above (``First``, ``Last``, ``Birthday``, ``Email``, ``Phone``, ``Phone2``, ``Phone3``). The column names are case-sensitive.

How to Use Find Tag People
--------------------------

Step 1
    Go to `Admin > Tools > Other Actions > Find Tag People`.

Step 2
    Enter a **Tag Name** in the Tag Name field. This can be a new tag name or an existing tag name.

Step 3
    Paste your tab-separated data (including the header row) into the large text box.

    For example, if you copy the following columns from Excel:

    .. code-block:: text

        First	Last	Birthday	Email
        John	Smith	3/15/1985	john@example.com
        Jane	Doe	7/22/1990	jane@example.com

    .. tip::
        Copy directly from Excel to preserve the tab-separated formatting. Do not try to manually type tabs.

Step 4
    Click **Submit**.

    After processing, a results table will display showing each row from your data along with:

    - **PeopleId** -- the matched person's ID (linked to their record). This will be blank if no unique match was found.
    - **Found** -- the number of matching people found for that row. A value of ``1`` means an exact match. A value of ``0`` means no match was found. A value greater than ``1`` means multiple people matched and none were tagged (the system only tags a person when exactly one match is found).

    All uniquely matched people (Found = 1) are automatically added to the specified Tag.

Good to Know
------------

- Only rows with **exactly one match** are tagged. If a row matches zero people or more than one person, that row is skipped and no one is tagged for it.
- The results page lets you review which rows matched and which did not, so you can follow up on unmatched or ambiguous entries.
- You can click the **PeopleId** link in the results table to open the matched person's record in a new tab.
- The matching uses TouchPoint's ``FindPerson`` logic, which compares the name and identifying fields you provide against all people in the database.
- This tool does **not** create new records. It only finds and tags existing people.

.. seealso::
    - :doc:`Batch_FindTagEmails`
    - :doc:`Batch_TagPeopleIds`
    - :doc:`AddingRemovingUsingTags`
    - :doc:`../People/Tags_Index``
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+--------------------+------------------+
| **Latest Update**  |  **3/17/2026**   |
+--------------------+------------------+

Initial documentation for Find Tag People