Selecting and tagging multiple records

Tagging records one at a time works, but the real power comes from doing it in bulk: filter the Feed down to a set of records, select them, and apply a tag to all of them at once. It's the quickest way to group everything related to a campaign, a topic or a disposal classification so it's easy to find — and export — later.

Before you begin

The tag you want to apply must already exist. Tags are created in Settings → Tags — see using tags in Brolly.

Build your set of records

• Go to the Feed and use search and filters to narrow down to the records you're after — a keyword plus a date range, an account plus a record type, whatever matches your criteria.

Select and tag

• Select the records you want to tag directly in the Feed — each record card can be selected, and the Feed shows a running count of how many you've picked. There's a limit on how many you can select in one pass, so work in batches for large sets.
• With records selected, choose the tagging option and pick one or more tags to apply to the whole selection.
• If the selected records already share a tag, you can remove it from all of them in the same step.
• Save, and you're returned to the Feed with the tags applied.

From there, the tagged set is one Tags filter away — and ready to become an export whenever a request lands.