How To Edit/Delete Tags In BULK

Tags are used to index Land, House and/or Contact records in Investment Dominator; as well as, to group certain records for future reference. This article will focus primarily on editing or the deletion of existing tags assigned to multiple records in the CRM in a bulk manner.

Note: There is an existing article detailing how Tags and the Tagging Records process works in detail entitled, How Tags and Tagging Records Work In The Investment Dominator CRM.

Create a Tag

To create a tag in the CRM select ‘Customize > Tags > Add Tag button as shown…

Next, enter the new Tag Name and select the blue ‘Add‘ button as shown…

Note: In this example, the Tag will be used to tag land records on initial offers to search for the mailing of 2nd Offers in the near future.

Tag Records

To tag land records go to the ‘Land Deals’ tab and select the records for tagging, then select the ‘Tag’ function as shown….

Select the newly created tag from the drop-down list of tags to be assigned to the previously selected land records and press the blue ‘Confirm Tag‘ button as shown…

Note: This same methodology applies to the tagging of both House and Contact records in Investment Dominator.

System should display Records(s) successfully update message should display!

Editing/Deleting Tags In BULK

To edit/delete a tag in the CRM select ‘Customize > Tags > Scroll or PAGE to the specific TAG for editing or deletion.

Select the ‘Edit’ function to EDIT or DELETE the selected Tag as shown…

Note: The last created TAG will appear on the very end of the previously created tags list.

To Edit the existing TAG make any appropriate changes to the tag and press ‘Save’ function.

To Delete the existing TAG press the ‘Delete’ function.

NOTE: Editing or deleting the tag will remove any reference to the tag in any records in the system even if records were indexed using that tag.

Search By… Tag Option

You can now search all land records by the newly modified tag using the ‘Search By’ function and selecting the ‘Tag’ option. Select the specific tag to filter by and select the blue ‘Search’ button…

Searching by the selected Tag will return all records where this tag, (or modified tag) is now assigned.

If the specific tag was deleted from the system, the tag will NOT be available in the drop-down tags list for selection.

Record Select Options

There are three possible ways you can select records from any of the record tables in the Investment Dominator:

  • Select All‘ this option lets you select all the records loaded under the current Stage view, or Search Result.
  • Select All On Page‘ this option lets you select all the records loaded under the current page. For example, if you had 71 pages of records and only 10 records displayed on the current page…

…Then this option would allow you to only select the 10 on the current page.

  • Select Record‘ If you click the checkbox to the left of the record you can select just that single record. You can use this option to select a custom set of records that you can update using a Select Action.

Bulk Actions vs. Select Record Actions

In the Investment Dominator, there are two different types of actions, ‘Bulk Actions’ that are based on records in a particular status and ‘Select Record Actions’ which are based on the records you select from the table.

The ‘Select Record Actions’ can be accessed at the top of the record table itself and ‘Bulk Record Actions’ can be accessed above the record table section. Continue reading “Bulk Actions vs. Select Record Actions”