Page Comparison

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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The currently tagged community members are marked with green tag indicators and maintained in a list called the Tag List that you can view at any time.

Tip: Hovering over the left of a record reveals a tag icon can be clicked to quickly tag or untag a community member. See Configuring tag lists in the System maintenance manual.

To display the Tag List window at any time, select Tags from the SynWeb main menu. Image Removed

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The Tag List window is displayed.
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Examples

You can use a tag list for a variety of reasons:

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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
  • From a grid. See Tagging individual community members from a grid.
• Add multiple community members to the current tag list. See Tagging multiple community members from a grid.
• Delete community members from the current tag list:
  
  
  • From a grid. See Deleting community members from the current tag list from a grid.
  • From the Tag List window. See Deleting community members from the Tag List window.
    
    
• 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
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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 tag lists.
    
    
• Extend a private tag list past its current expiry date. See Extending the expiry dates of tag lists.
• Save the community members in a tag list into an existing constituency. See Saving tag lists into constituencies.
• Save the current students in a tag list into an existing class. See Saving tag lists into classes.
• Run a report for community members who have been tagged. See Running reports on tag lists.
• 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.

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• 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:

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