How to set up and use tags for Individual Records in AMS+

Note: The features in this article are being rolled out in phases and may not yet be available in your account.

This article explains how to create and manage tags for Individual Records and how to add or remove them. Tags help you organize and group Individual Records more effectively.

Requirements

• To create, edit, or remove tags in My Agency Settings:
  • You must be logged into AMS+ as an Agency User.
  • You must be assigned to a Security Group with the Manage Users permission.
• To add or remove tags on Individual Records:
  • You must be logged into AMS+ as an Agency User or Agent CRM User.
  • You must be assigned to a Security Group with the Individual Visible and Edit permissions.
    • If you’re an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.

Manage tag settings for Individual Records

Admins use these settings to create and manage the tags that can be added to Individual Records.

To add a tag:

Go to My Agency Settings.

Find and open Data Administration settings.

Select the Tags (Individual) field to administer.

Enter the tag name.

Check the Active checkbox.

If unchecked, the tag will no longer be available for selection on Individual Records.

Select the Add Option button.

Repeat this process to add as many tags as you want.

Select the Save button when finished.

To remove a tag:

• Select the Remove button next to the tag.
  

If the tag is currently used on any Individual Records, it can’t be removed. To prevent future use, uncheck the tag’s Active checkbox.

Manage tags on Individual Records

Once Tags are set up, users can add or remove tags on Individual Records.

To add or remove tags on a single Individual Record:

Go to an Individual Record and locate the Tags field under the Client Info section.

To add a tag, start typing and select the tag.

To remove a tag, select the X next to the tag.

Save the record.

To add or remove tags on multiple Individual Records:

Go to the Individuals or Individual Leads page.

Select the checkbox next to each Individual Record you want to update.

Select the Bulk Update button.

Choose one of the following in the field dropdown: Tags - Add or Tags - Remove.

Start typing to find the tag and select it.

Select the Update button.