Tags are a new feature in Conover Online that allow you to easily search, sort, and filter your user list. Think of tags as mini descriptions. Tags can be things like a class name, a period, graduation year, teacher name, etc. Each account can have multiple tags allowing you to efficiently label and filter all of your users.
Chose an option below to learn more about how tags work.
The tag manager is where you view, add, edit, or delete tags. You can find the tag manager from the home screen. Select the Tags button to access the tag manager. The tag manager lists all of your tags, as well as how many user are using each tag.
If you want to add a new tag, select the Add new tag button.
From the window that appears, enter your new tag. Select Create Tag to save your tag
The tag will now appear and you can now use it with any of your accounts. To edit or delete a tag, select the tag from the list.
This will bring up the options to update or delete the tag. Deleting a tag does not delete the users associated with the tag.
The power of tags is you can use them to filter and sort your data. Here is an example of a full list of users. You can filter this list by tags, using the tags field.
If you select the Filter by tags field, a list of tags will appear. Select any tag and your list will filter to display only those users that are assigned that tag.
You can even add multiple tags to the filter field.
You can even type and search for a tag.
Tags have also been brought over to reports. You can now search through reports filtering by tag.
You can add tags to users when their accounts are created.
You can add multiple tags to each account.
If a tag you want to use does not exist, just type the name and press enter. The tag will be added to the system after you create/save the account.
You can also add tags to accounts that already exist.
You can also assign tags to more that one person at a time. Select any users from the list that you want to tag.
Once you have more than one person selected, the Batch options will become active. Select Tag.
Select the tags you want or make some new tags. Every user you had selected will be given the new tags. Select the Add tags button to make the change.