Tags Follow
Tags will help you to more efficiently organise your contacts, contributors, titles & blog posts. They can have a hierarchical structure to help with the sorting and retrieval of data.
Tags Admin is the part of General Admin where you can view, edit and create these tags, which will then populate a drop-down menu in Advanced Filters and also in your Contact and Contributor lists.
The tags that you create for your Contact and Organisation lists will appear in the heading of both sections once you start allocating them in individual organisation and contact records. It is a handy and quick way to search for specific contacts. Below is an example of how this might look, including one of the submenus that we've created.
When you select Tags from the General Admin menu, you will be taken to this screen:
You can search for a tag by typing it into the search box.
To remove a tag, tick a box in front of the tag you wish to remove and click on Remove Selected.
To create a new one, click on Create New and a new screen will show up:
Compulsory fields are marked with a red *.
Select a Tag Type from the drop-down menu in order to establish the area of your Stison system where you wish the tag to show. Here are the items available and where they will then appear within the system itself:
- Book - Title Manager
- Category
- Contacts - Contacts -> Find the relevant contact -> Type Filters
- Content
- Organisation - Contacts -> Organisation -> Find the relevant contact -> Type Filters
- Tag
If the item has a Parent tag, select from the drop-down menu.
The Name/Description you add here should be relatively easy to recognise, and is obviously related to
The Tag Url will automatically be generated by your system once you type in the name/description above it.
Click the Create button when you are finished, and your tag will be created.
To edit a tag, just click on the relevant item from the main list and you will be taken to a screen where you can edit your tag. When you are happy with the changes, click on the Update button and your information will saved.
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