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Student Profile - How to Add or Remove Tags in a Student Record

Tags are a great way to organize and filter students by custom labels in CounselMore.

Here’s how to manage them:

To Add Tags:

  1. Open the student record by clicking the pencil icon. Go to Administrator banner.
    studenttags
  2. Type your desired tag and hit Enter to add it. You can also select from existing tags in the dropdown list.

 

To Remove Tags from a Student:

You can remove tags from a specific student by:

  1. Open the student's record via the pencil icon and expand the Administrator section. 
  2. Clicking the "x" next to any tag to delete it from that student’s profile.

Note: This only removes the tag from that individual student. The tag will still appear as an option in the dropdown list for future use.

To Permanently Delete a Tag:


To remove a tag from the account entirely (for example, to correct a misspelling), go to Settings > Account Setup > Student Tag List and click the trash icon next to the tag. This deletes it everywhere it's applied. 

 deletetags
 

 TIP: Tags are useful in Routine Assignments Bulk Assign, Master Folder Bulk Assign, and Broadcast Messaging.