If the community members in the tag list are not already members, save the tag list into either a specific:
- Constituency, as described below.
- Class. See Saving tag lists into classes
Anchor H_27113 H_27113 (on page ).
This is the main method used to convert community members from a tag list to a more permanent group, either as a user-defined constituency or a class.
To add the community members in a tag list to a user-defined constituency:
- Create your tag list. See:
• Tagging community members from the Tag List window (on page )
• Tagging individual community members from a grid (on page )
• Tagging multiple community members from a grid (on page ).
The Tag List window is displayed..gif)
- Click
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.
The Add Tagged IDs to Constituency window is displayed..gif)
- Select the Constituency from the drop-down list.
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- Enter other details, as required. See the field descriptions below.
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- Click
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.
The community members in the tag list are added to the selected constituency, if they are not already in the constituency.
Add Tagged IDs to Constituency window key fields
Field | Description |
|---|---|
Constituency | Constituency code:
|
Date Joined | Date the community member(s) is added to the constituency. |
Related Campus | Campus the community member(s) is a constituent of, if applicable. For example, use this field when a new staff member is appointed and assigned to a campus. |
Related from Date | Date the community member(s) started their involvement relating to the constituency. For example:
|
Related to Date | Date the community member(s) was removed from the constituency. Note: Do not complete the field when adding community member(s) to a constituency. Some organisations may use this field when entering historical information or when they know the date that the community member's constituency membership ends. |
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