Pin a Tag to a Constituent Profile

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A Tag can be selected to be pinned to the top of Constituent profiles as a way of displaying key information, such as if the Constituent is a High-Value Donor, or a certain member of the team is assigned to them. 

This can be set from Settings > Configuration > Tags & Tag Categories 

Within the settings of a Tag, you can set the 'Show this tag as a Pinned Tag' to Yes - Where a Constituent has that Tag on their Profile, it will then display within the summary details section at the top of their Profile.

 

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The Tag will then display on all Constituents where the Tag features on their Profile as follows:

 

Summary section:

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To add a Tag to a Constituent Profile see - Adding a Constituent Tag

Once the Tag has been added and the changes to the Profile saved, the Pinned Tag will display when the page is refreshed. 

 

 

 

 

 

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