How to Change and Edit Tags

Tags help categorize and organize donors, and you can edit an existing tag’s name or description at any time. Changes will automatically update across all donor profiles associated with that tag.

Step-by-Step Guide to Editing a Tag

1. Navigate to the Configuration Tab

   • In your Organizational Dashboard, go to the Configuration section in the top-right corner.

2. Access the Tags Section

   • In the left-hand menu, click Tags to view all existing tags in your system.

3. Find the Tag to Edit

   • Use the search bar to quickly locate the tag you want to modify.
   • Example: If searching for the “Gold” tag, type it into the search field.

4. Click the Edit Icon

   • Under the Actions column, find the pencil icon next to the tag you want to edit.
   • Click the pencil icon to open the Edit Tag window.

5. Modify Tag Details

   • Rename the Tag – Update the tag name (e.g., changing "Gold" to "Silver").
   • Update the Description – Adjust the description to provide more clarity or reflect new criteria for the tag.

6. Save and Apply Changes

   • Click the "Update" button to save changes.
   • This update will automatically reflect across all donor profiles where this tag is assigned.

Important Notes:

✅ Updating a tag does not remove it from assigned donors—it simply updates its details.
✅ If you rename a tag, the new name will replace the old one across all associated records.
✅ If you need to delete a tag instead, use the trash icon in the Actions column.

For further assistance, visit ministrydesigns.com or email support@ministrydesigns.org.