You can load a list of community members into your tag list from:
- A tag list that you previously created and stored in Synergetic, as outlined below.
- An Excel spreadsheet. See Loading community members into a tag list from an Excel spreadsheet.
- A text file. See Loading community members into a tag list from a file.
Also, see Storing a tag list.
To load an existing tag list into the current tag list:
- Select Window > Show Tag List from the main menu.
The Tag List window is displayed.
- Click on the Tag List window.
The Load Tag Lists window is displayed with:
• your private tag lists
• public tag lists created by you. - Select Include all public lists, if required.
This displays all available public lists as well. - Select Clear tagged items first, if you are overwriting rather than appending to your current tag list.
- Highlight the required tag list in the grid.
- Click .
The stored tag list is copied to your tag list.
Load Tag Lists window key fields and buttons
Fields
Field | Description |
---|---|
Include all public lists | Select the field to display any public tag lists that you have not created yourself. For example, two public lists have been created by the administrator:
|
Clear tagged items first | Select this field to clear the current tag list before you load new community members. |
Grid area fields
Field | Description |
---|---|
Description | Meaningful description of the tag list. |
Expires After | Date that the tag list is due to expire. |
Public List | Tag lists that are available to all users at your organisation have this field selected. |
Count | Number of community members included in the tag list. |
Buttons
Button | Description |
---|---|
Edit the following tag list details:
| |
Delete the selected tag list. | |
Load a group of community members from a spreadsheet, provided their Synergetic IDs are contained in one of the columns. | |
Load a group of community members from a comma-delimited text file, provided their Synergetic IDs are contained in the first column. |