If the community members in the tag list are not already members, save the tag list into either a specific:
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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:
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Add Tagged IDs to Constituency window key fields
Field | Description |
|---|---|
Constituency | Constituency code:
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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:
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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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