Tag lists are used to pull together an otherwise unrelated group of records. For example, you can create a group to:
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- Add individual community members to the current tag list:
- From the Tag List window. See Tagging community members from the Tag List window (on page ).
- From a grid. See Tagging individual community members from a grid (on page ).
- Add multiple community members to the current tag list. See Tagging multiple community members from a grid (on page ).
- Delete community members from the current tag list:
- From a grid. See Deleting community members from the current tag list from a grid (on page ).
- From the Tag List window. See Deleting community members from the Tag List window (on page ).
- Store a tag list, so that you can keep it for later use by:
- you (private tag list)
- anyone at your organisation (public tag list). See Storing tag lists (on page ).
- Load an existing tag list, created by:
- you (private or public tag lists)
- another person at your organisation (public tag list). See Loading tag lists (on page ).
- Extend a private tag list past its current expiry date. See Extending the expiry dates of tag lists
Anchor H_27112 H_27112 (on page ). - Save the community members in a tag list into an existing constituency. See Saving tag lists into constituencies (on page ).
- Save the current students in a tag list into an existing class. See Saving tag lists into classes (on page ).
- Run a report for community members who have been tagged. See Running reports on tag lists
Anchor H_27116 H_27116 (on page ). - Link or embed a document so that it is available from the DocMan bar of the selected community members, using a tag list. See Linking documents using tag lists (on page ).
From Synergetic, you can also load a list of community members from:
- An Excel spreadsheet. See Loading community members into a tag list from an Excel spreadsheet in the Synergetic Introduction manual.
- A text file. See Loading community members into a tag list from a file in the Synergetic Introduction manual.
What you can do:
You can... | See |
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Create groups of community members that are otherwise unrelated. Tag lists can be:
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