Tagging community members from the Tag List window

You can add individual community members to your current tag list from the Tag List window.

Note: You must have the TagListAddManual security permissions to use this feature.

Also see:

To add individual community members to your current tag list:

  1. Select Tags (thumbs down) from the SynWeb main menu.

    The Tag List window is displayed.
  2. Click .
    The Search community window is displayed.


    Note:
    You must enter at least two characters to perform the search.

  3. Type your search criteria in the fields. You can search on a community member's ID, given name or surname. For example:

    • 17606
    • Adams

    • Brian
    • Brian Adams
    • Adams,Brian
    • Adams, Brian.

    The Search community window is redisplayed with matching community members.


    Tip: You can also search using wildcards. For example, type % to replace any letter.
     

  4. If there are too many records displayed, type more of the community member's name.
    The Search community window is redisplayed with matching community members.
  5. Select the community members you want to add.
  6. Click .
    The community members are added to the tag list.

    Note: The displayed tag list is not updated until you close the Search community window.

  7. Repeat steps 2 through 6 until there are no more community members to tag.
  8. Click .
    The added community members are displayed in the tag list.

Search Community Member window key fields and buttons
Fields

Field

Description

Search

Search using all or part of a community member's name or ID.

Grid area fields and links

Field / Link

Description

Select

Select the field next to the community member to add them to the current tag list.

Constituencies

Lists membership of user-defined constituencies.

ID

Synergetic ID of the community member.

Buttons

Button

Description

Add the selected community members to the tag list.

Note: This button does not respond if you return to this window after some time. Click and log back into SynWeb.

Close the Search community window.