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changes.mady.by.user Former user

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To create a new tag list, you need to find each person you want to add and then tag them.

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  • 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 Image Removed Image Added to search for community members
  • click  to add community members by typing their Synergetic IDs.

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  1. 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.
  2. Either:

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  1. - Click Image Modified on the Past Student Maintenance toolbar.

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  1. - 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.

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Image Added

Tag List window key buttons

Button

Description

Launch Community Maintenance for the highlighted community member. See Maintaining community members in the Community manual.

Add a new person to the tag list.

The Find Name on Community window is displayed.Image Removed

Image Added

Note: Depending on your security permissions, this button may not be displayed.

Scan for community members with selected Synergetic IDs.

The Scan ID window is displayed. Type in the person's Synergetic ID in the ID field and click OK.Image Removed

Image Added

Delete the highlighted community member from the tag list.
The following confirmation message is displayed.

Clear all community members from the tag list.
The following confirmation message is displayed.

Send an email to the community member highlighted in the tag list. See Sending emails.

Send an email to all community members in the tag list. See Sending emails.

Send an SMS to the community member highlighted in the tag list. See Sending SMS text messages.

Send an SMS to all community members in the tag list. See Sending SMS text messages.

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. See Storing a tag list.

Save the tag list into either an existing constituency or class, if the community members in the tag list are not already members.

This is the main method used to convert community members in a tag list to a more permanent group in Synergetic, either as a constituency or a class.

Constituency

The Add Tagged IDs to Constituency window is displayed if you selected to save the tag list to a constituency.

Select the constituency, enter the details and click . The community members in the tag list are added to the selected constituency. See Saving a tag list into a constituency.

Class

The following window is displayed if you selected to save the tag list to a class.

Search for the relevant class, select the class and click . The community members in the tag list are added to the selected class. See Saving a tag list into a class.

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