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The currently tagged community members are maintained in a list called the Tag List that you can view at any time.
To display the Tag List window at any time, select Window > Tag List.
The Tag List window is automatically displayed for a short time:
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- Select any members of the community and make them into a related group for later processing. See Tagging community records for later use (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 a tag list
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- Load an existing tag list, created by:
- you (private or public tag lists)
- another person at your organisation (public tag list). See Loading a tag list
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- Load a group of community members into your tag list from a spreadsheet. See Loading community members into a tag list from an Excel spreadsheet (on page ).
- Load a group of community members into your tag list from a comma-delimited text (CSV) file. See Loading community members into a tag list from a file (on page ).
- Extend a private tag list past its current expiry date. See Extending a tag list's expiry date
Anchor H_17278 H_17278 (on page ). - Save the current students in a tag list into an existing class. See Saving a tag list into a class (on page ).
- Save the community members in a tag list into an existing constituency. See Saving a tag list into a constituency (on page ).
- Run a report for community members who have been tagged. See Running a report on a tag list
Anchor H_15474 H_15474 (on page ). - Link or embed a document so that it is available from the DocMan tab of the selected community members, using a tag list. See Linking documents using a tag list (on page ).
- Share a document with several community members using a tag list. See Sharing a document with community members using a tag list (on page ).