Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
What Is a Query Tag?
A query tag is a user-defined label that describes or categorizes a query. As long as it is meaningful, the label can be a single word or phrase that identifies the type of query or its purpose.
What Are the Benefits of Tagging?
Tagging queries is optional, but having a tagging system is useful especially if there are a lot of queries saved. One benefit of using tags is that they are searchable elements.
To locate a query saved in your system, use the tag to help find it quickly. Tags can be used to identify various collections of queries. Using a tagging system for queries can help easily keep track of saved queries.
How to create a tag
The following procedure shows how to create a tag. After creating the tag, it appears in the dropdown list, and is available for selection when a query is saved.
Follow these steps to create tags.
Click Query Tags to open the Query Tags window.
Click Add Tag. Then, in the Tag Name field, type the name of the tag.
Click Update.
Click Close to exit.
The list in the Query Tags window is updated with the name of the tag.
How to rename a tag
Click Query Tags to open the Query Tags window.
Next to the tag you want to edit, click Edit. Then, in the Tag Name field, type a new name for the tag.
Click Update to apply the new name to the tag.
The Query Tags list is updated with the tag's new name.
Click Close to exit the Query Tags window.
How to delete a tag
Click Query Tags to open the Query Tags window.
Next to the tag you want to delete, click Delete.
When prompted to confirm the deletion, click OK.
Click Close to exit the Query Tags window.
How to view the list of available tags
Click Query Tags to open the Query Tags window.
The Query Tags list is displayed. This list shows the names of all of the query tags in your system.
Click Close to exit.
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