Tag lists

Tag lists are used to pull together an otherwise unrelated group of records. For example, you can create a group to:

• send emails to
• report on
• link documents or photos to.

The currently tagged community members are maintained in a list called the Tag List that you can view at any time.

To display the Tag List window at any time, select Window > Tag List.

The Tag List window is automatically displayed for a short time:

• when you log on, if the tag list is not empty
• when you tag a community member.

Examples

You can use a tag list for a variety of reasons:

• You want to generate a report for a group of otherwise unrelated community members. When you select a relevant report, you can elect to only report on tagged community members.
• You want to send a communication to a group of otherwise unrelated community members. For example, a swimming team made up of students from different year levels, campuses and houses. Instead of searching for the students and sending messages to each individual, tag the records, then send communications to your tag list.
• You want to link a document to a group of otherwise unrelated community members. For example, a newspaper article about competitors in a fun run sponsored by your organisation.

How to:

• Select any members of the community and make them into a related group for later processing. See Tagging community records for later use.
• Store a tag list, so that you can keep it for later use by:
  • you (private tag list)
  • anyone at your organisation (public tag list). See Storing a tag list.
• Load an existing tag list, created by:
  • you (private or public tag lists)
  • another person at your organisation (public tag list). See Loading a tag list.
• Load a group of community members into your tag list from a spreadsheet. See Loading community members into a tag list from an Excel spreadsheet.
• Load a group of community members into your tag list from a comma-delimited text (CSV) file. See Loading community members into a tag list from a file.
• Extend a private tag list past its current expiry date. See Extending a tag list's expiry date.
• Save the current students in a tag list into an existing class. See Saving a tag list into a class.
• Save the community members in a tag list into an existing constituency. See Saving a tag list into a constituency.
• Run a report for community members who have been tagged. See Running a report on a tag list.
• Link or embed a document so that it is available from the DocMan tab of the selected community members, using a tag list. See Linking documents using a tag list.
• Share a document with several community members using a tag list. See Sharing a document with community members using a tag list.

Last modified: 5/03/2013 2:16:30 PM

© 2013 Synergetic Management Systems. Published 15 October 2013.