Quick Start

Here's an example that will let you easily add the "Major Donor" tag to a contact from your search results:

Configure a Search View

• Go to Administration menu » Customize Data and Screens » Profiles.
• Next to an existing profile, click the "Settings" link (screenshot 1).
• Check the box labeled "Search Views" and press "Save" (screenshot 2).
• Go to the CiviCRM Administration menu » Customize Data and Screens » Fast Action Links.

Create a Fast Action Link

• Click the "Add Fast Action Link" button.
• Set the values as follows (screenshot 3):
• Link Text: Test Link
• Search View: Whichever profile you enabled "Search Views" on in the previous steps.
• Action: Add a Tag
• Select a Tag: Major Donor
• Click "Save".

Test your Fast Action Link

• Go to Search menu » Advanced Search.
• Change your "Views for Display Contacts" (screenshot 4) to match your Fast Action Link's search view. Press "Search".
• Next to each contact, you should have a new link called "Test Link". Clicking this link should add the "Major Donor" tag to the corresponding contact (screenshot 5).

Screenshot 1:

Screenshot 2:

Screenshot 3:

Screenshot 4: