Add, Remove or Edit a Tag
Adding Tags
When creating tags in MPDX, you have 2 options: add to a single contact or multiple contacts.
Add Tags for a Single Contact
- In the contact Search Bar, type the last name of the contact and click on the name.
- Scroll down to the Details tab of contact you selected.
- Under the Communication section are Tags
- Click on Add a tag and type the tag name, and then press enter.
After you press enter, the Tag will appear in Blue
Add Tags for Multiple Contacts
- Click once to highlight the Contacts to whom you want to add the same Tag (note the blue check box next to each contact name)
- The number selected will appear next to the Select button, i.e. 2 Selected.
- Click on the Actions button, then Add Tags.
- The number selected will appear next to the Select button, i.e. 2 Selected.
- You can Choose an Existing Tag by clicking on the tags listed.
- Create New Tags by typing the tag name in the Add a Tag box.
- Add multiple tags by typing the name and hitting the Enter key
- When finished, click Save.
- After you add new tags, they will show up in the Contacts Tag List.
Removing Tags
Removing Tags From an Individual Contact
- From Contacts page, click on the Name (hyperlink) from whom you want to remove a tag.
- Scroll down to the Communications section of the selected contact (Jonathan and Martha Kent)
- Locate the Tag you want to remove and click on the X to the right
Removing Tags from Multiple Contacts
- Select the Contacts from whom you want to remove tags (highlighted in gray).
- Note the Number of Selected contacts in blue at the top left.
- Click on Actions.
- Select Remove Tag.
- Click on the Name of the Tag you want to remove.
- MPDX will ask you to Confirm the tag you want to remove.
- Verify the tag and click Yes.
Deleting Tags
Unlike removing a tag from an individual contact or multiple contacts, deleting a tag from MPDX is permanent and will be removed from all contacts.
- From the Contacts page, locate Tags section.
- Click on the X next to the Tag Name you wish to remove.
- The Deleted Tag will be removed from all contacts who had the tag.
Edit or Rename a Tag
To edit a tag name, you will actually add a new tag and then remove the old tag.
- On the left, under the Tags Section, click on the Tag Name you want to edit.
- Click on Select button.
- Then click on Select All 14 Contacts (all contacts that have the tag).
The 14 Selected next to the Select button corresponds with the Tag highlighted on the left.
- Click on the Actions button.
- Select Add Tags.
- Create a New Tag, i.e., 2018 Baby Announcement, by typing in the Add a tag space.
- After typing the new tag name, press enter and click on Save.
- To delete the Old Tag i.e., 2015 baby announcement by clicking the X to the right.
- Click on the red Delete Tag button to remove it.