Previous icon

Next icon

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 (n) from the SynWeb main menu.

    Menu bar (cut down)

    The Tag List window is displayed on a new tab on your web browser.

    Tag Listwindow (cut down)

  2. Click Add... button (Add ellipses button) (Synweb).

    The Search Community window is displayed.

    Search community window (synweb)

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

    The Search Community window is redisplayed with matching community members.

    Search community window (synweb, search on adam)

    Tip: You can also search using wildcards. For example, type % to replace any letter.
    Search Community window (wildcard exaple, synweb)

  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.

    Search community window (synweb, search on adamski)

  5. Select the community members you want to add.

    Search community window (synweb, search on adamski, selected)

  6. Click Add button.

    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 Close button.

    The added community members are displayed in the tag list.

    Tag List (synweb, after add)

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.

Search community window (synweb, search on adamski, selected, cut down)

Constituencies

Lists membership of user-defined constituencies.

ID

Synergetic ID of the community member.

Buttons

Button

Description

Add button

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 Close button and log back into SynWeb.

Close button

Close the Search Community window.

Last modified: 18/10/2013 7:24:37 PM

See Also

Using tag lists

Using 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

Deleting community members from the Tag List window

Loading tag lists

Creating tag lists from imported Synergetic IDs

Storing tag lists

Extending the expiry dates of tag lists

Saving tag lists into constituencies

Saving tag lists into classes

Running reports on tag lists

© 2013 Synergetic Management Systems. Published 7 October 2013.

Top of page