To create a new tag list, you need to find each person you want to add and then tag them.
Use the following procedure to select any members of the community and make them into a related group for later processing.
There are several ways you can select the records you want to add to your tag list:
- right click on a Search grid and either select Tag Record or Tag All Records to copy into the tag list
- click the tag record icon on the toolbar to copy the community member you have displayed into the tag list
Note: The tag record icon appears on the toolbar whenever you can add a community member to the tag list.
- select Action > Record Tagged from the menu to copy the community member you have displayed into the tag list
- click to load a tag list that you have previously created and saved in the database
- click to load a list of community members from a text file or from an Excel spreadsheet
- click to search for community membersclick
Anchor O_26138 O_26138 click to add community members by typing their Synergetic IDs.
...
- Open the Personal tab of the Past Student Maintenance window. See Maintaining past students in the Past students manual.
The Personal tab of the Past Student Maintenance window is displayed. - Either:
- Click
Anchor O_14892 O_14892 Click on the Past Student Maintenance toolbar. - Select Action > Record Tagged from the menu.
The selected record is added to the Tag List window.
Tip: You can tag several records using the Tag List window this way.
To view the Tag List, select Window > Show Tag List from the menu.
Tag List window key buttons
Button | Description | ||
---|---|---|---|
Launch Community Maintenance for the highlighted community member. | |||
Add a new person to the tag list. O_6405 | O_6405 | Note: Depending on your security permissions, this button may not be displayed. | |
Scan for community members with selected Synergetic IDs. | |||
Delete the highlighted community member from the tag list. | |||
Clear all community members from the tag list. | |||
Send an email to the community member highlighted in the tag list. | |||
Send an email to all community members in the tag list. | |||
Send an SMS to the community member highlighted in the tag list. | |||
Send an SMS to all community members in the tag list. | |||
Select a document or photo to share with everyone in the tag list. The selected document or photo will appear in the DocMan tab of everyone in the tag list. See Using document management (DocMan). | |||
Load community members into the tag list from a:
| |||
Save the current tag list into the Synergetic database so that you can use it again in the future. | |||
Save the tag list into either an existing constituency or class, if the community members in the tag list are not already members. |