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:
- Deleting community members from the Tag List window
- Tagging individual community members from a grid
- Tagging multiple community members from a grid
- Deleting community members from the current tag list from a grid.
To add individual community members to your current tag list:
- Select Tags
from the SynWeb main menu.
The Tag List window is displayed. - Click
The Search community window is displayed.
Note: You must enter at least two characters to perform the search. . - 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.
- 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. - Select the community members you want to add.
- 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. . - Repeat steps 2 through 6 until there are no more community members to tag.
- 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. |