Tagging Waiting Lists

Just like on other records you also have the ability to tag Waiting List record. This allows you to build your own workflow tags for ideas like VET wait list/General Wait list, and have statuses such as New, Contacted, Awaiting reply etc. Below is an example of a contact on the waiting list being tagged to 'Awaiting reply'.

Figure 164. Tagging a contact in the Waiting List to the tag

Once you have tagged the contacts you will have the ability to filter them. In the Waiting List list view below is an example of a filtered list of all the contacts in the Waiting List who have been tagged to 'Awaiting reply'.

Figure 165. Viewing a list of all the contacts on a Waiting List that are tagged to

You can add or remove tags in bulk from waiting list records by, in the list view, highlighting the records you wish to change, clicking the cogwheel and selecting either 'add tags' or 'remove tags'. Select the tag and click 'Make Changes'.