Have the ability to edit or add tags.

It would be nice to be able to edit or add tags that are more helpful to our organization. 

  • Justin Barrett
  • Feb 8 2017
  • Reviewed: Voting Open
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    • Emma Barnes commented
      25 Feb 10:32

      It would be good to have business rules or something similar to customise tags for our definitions of lapsed supporters etc.

    • Guest commented
      10 Feb 22:19

      How do I enter a tag for a constituent in raiser's edge? Can someone assist me please?


    • Jessica Jones commented
      August 29, 2024 19:15

      I would like to be able to edit the parameters for lapsed and lapsing donor tags so they align with my institutions requirements/parameters.

    • Paula Anderson commented
      February 08, 2024 14:47

      I'd like to be able to tell Major Gift Officers to work their tags every time they sign in. But many tags come back after they've been dismissed or an action added. There's so many that often the more important one's get overlooked (Overdue Pledge, Recent Gift, Upcoming Birthday, Overdue Actions). Being able to edit/disable would be super helpful!


    • Catherine Sumner commented
      March 23, 2023 21:15

      I like this and we would love to have the ability to have the option of having out of the box tags added or not. For instance, the Yellow hazard sign on deceased people is too jarring. So if we could have the option of not having it added to records when a person passes away, it would be great.

    • Adam Cruz commented
      August 05, 2021 14:50

      This would be helpful.

    • Cameron Alzubi commented
      July 07, 2021 19:35

      Can we consolidate this one w/ the others that are requesting the same thing?

    • Leila McClure commented
      March 26, 2021 14:01

      I seriously need this.

    • Victoria Phillips commented
      December 04, 2020 14:39

      Would potentially be useful to set a tag based on a particular Constit Code being newly added.

    • Amelia Ketzle commented
      July 08, 2020 15:32

      Agree, although this could get unwieldy if lots of people were adding their own versions of tags. This would need to be centrally managed and controlled tightly through security.

    • Kelsey Jon commented
      June 11, 2019 16:16

      Yes. Every organization has unique needs. Let them determine how to use tags. 

    • Dan Junkins commented
      February 07, 2019 19:35

      This would open up a world of goodness.

    • Katie Hendrickson commented
      July 27, 2018 16:39

      I definitely need this to happen for "upcoming birthday" tags! One of my job duties is to pull the next calendar month's birthdays for all my fundraisers and address/stamp envelopes for them by the final week of the previous month. Currently, the "upcoming birthday" tag only pulls birthdays within 14 days. 

    • Guest commented
      March 23, 2018 15:56

      Yes! I agree that it would be nice to add, edit, or remove tags in NXT.

      Beth

       

    • Guest commented
      March 14, 2017 18:31

      I would like this very much because the way they are set up now is misleading.  For example, identification of people registered for events.

      For some events, we add everyone as "invited" so that we can more quickly / easily process their RSVP.  For exclusive, invite-only events, we also add people as "invited" in order to have that 'at a glance" RSVP reporting available in the event record.

      However, the tag reads "registered for event"  even though someone is merely invited.  They have not responded and their registration status is "not registered".  They simply should not be showing up as being registered for an event.

    • +232