Tags and issues

Tags are free-form labels (community-leader, major-donor, lawn-sign) that describe a record. Issues work the same way but capture policy interests: what a supporter cares about, not what they are. Keeping the two apart keeps both useful. (Volunteer and staff are not tags. They are first-class status fields on the person; set them from the person’s standing card.)

Apply tags

• On a profile: add or remove tags directly on the record.
• In bulk: select rows in a grid and use Add tag to label hundreds at once; see Selection, bulk actions, and merging.
• On import: tag an incoming CSV so you can always find that cohort again; see Import data from CSV.

Put them to work

Every grid has a tag filter and an issue filter. Check several and they combine with OR (match any), landing as one removable chip. Newsletters target audiences by including and excluding tags, so disciplined tagging pays off directly in Create and send a newsletter.

Manage the vocabulary (administrators)

Administrators curate the shared vocabulary under Tags and Issues in the Data section. Both pages open with a sentence naming the whole vocabulary: how many tags/issues exist, how many applications, and (on Tags) how many have not been used in 90 days.

• Rename updates the label everywhere it is referenced: on people, in saved lists, and on forms. One rename, one pass.
• Merge into another tag/issue ("Move everyone to…") folds a duplicate label into the one you pick; everyone carrying the old label ends up carrying the new one, and the old label is deleted.
• Delete: the confirmation names how many applications would be affected, so you never delete a label blind.
• The PEOPLE / PEOPLE INTERESTED count on each row is a door. Click it to open the People grid pre-filtered to that exact tag or issue.

The Issues page additionally ranks by interest with a trend (new applications in the last 30 days) and a top ward, since issues exist to tell the policy team what people care about, not to describe who someone is, which is what tags are for.