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Adding/Removing Members Using a Tag

If you ever need to add a group of people to the same Organization or remove (drop) a group from the same Organization. You can do this by adding the individuals to a tag and then adding from the tag to the Organization. Read about Managing Tags.

Adding Members to an Organization From a Tag:

  1. Click add from tag button on the Organization Members tab
  2. Select the correct tag from the drop down 
  3. Click OK

 

 

Examples:

If you wanted to copy an organization and have all the same members in that new organization:

  1. Copy the organization. This would only copy the shell and settings, not the members or meetings.
  2. Create a tag with some temporary name, using Person > Manage Tags
  3. Go back to the original organization and tag all the members into that tag, using Tag > Add All on the toolbar.
  4. Go to the copied organization and choose the add from tag button. Choose your temporary tag in the dropdown list. When you click OK the members are now in both places.
  5. You could now go back to the tag and remove it since you don't need it anymore or drop everyone from the tag and reuse it.

If you are working on a list of possible Deacons , Committee members, or other church leaders you can tag indivudlas as their name is propsed. You can work from the tag to add/remove until the list is completed, allowing you to have a degree of confidentiality until the prospective leaders have been fully vetted. At that point follow the simple directions above to add from tag to the appropriate Organization.

If you need to split one class into two classes based on the child's age, you can sort by Age on the Members tab of the Organization. Tag all of those who are the appropriate age for the new class. Then go to the new Organization and add from tag as above. Remember to drop the tagged group from the original Organiation after adding them to the new one.

 

Add Members from your Last Query using Add from a Tag:

This works just like above, except you select (last query) in the drop down list. This will add everyone who was included in the last query you ran. The query does not have to be a Saved Query - just the last one you ran.

Removing Members from an Organization Using a Tag:

  1. Click update members button on the Organization Members tab
  2. Select the correct tag from the drop down 
  3. This will filter the list of Members to display only those in the selected tag
  4. Select Drop from the New Vaules: Member Type dropdown
  5. Check the Select All box (remember, you have filtered for just those in your tag)
  6. Click Update Selected