Adding Tags in Bulk

Knowledge base

Description Video

Adding Tags in Bulk

Adding tags to a Group or Client is achieved by the "Update Tags" action available against Groups and Clients.

To add a tag
  • Go to the relevant View (Group or Client)
  • Select the rows you wish to add the Tag to (or leave blank for all in the view)
  • via the Actions button select "Update Tags"


  • Confirm if just applying to selected or "All" records
  • Choose the relevant tags you wish to Add
  • Choose the "Append selected tags for each client record"

Was this article helpful?
0 out of 0 found this helpful



Article is closed for comments.