Loading tag lists

You can load a list of community members into your current tag list, from a tag list previously created and stored in SynWeb.

Use the Load Tag Lists window to:

From Synergetic, you can also load a list of community members from:

An Excel spreadsheet. See Loading community members from an Excel spreadsheet in the Synergetic Introduction manual.
A text file. See Loading community members from a file in the Synergetic Introduction manual.

To load an existing tag list into the current tag list:

Select Tags (n) from the SynWeb main menu.

The Tag List window is displayed.
Click .
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.
Select the required tag list in the grid.
Click .
The stored tag list is copied to your current tag list and the count on the Tags (n) menu option is updated.

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. These can be used by all staff members, rather than each staff member having to create a new list each to serve the same purpose. Clear the Include all public lists field to display only tag lists that you have created. Note: If you have created any public lists yourself these are displayed even if the Include all public lists field is cleared.
Clear tagged items first	Select this field to clear the current tag list before you load new community members. Tip: Save any existing tagged records on the Tag List window, if required, so that they these are available at a later date. Clear this field to append the new community members to the current tag list.

Field

Description

Include all public lists

Select the field to display any public tag lists that you have not created yourself.

Load Tag Lists window

These can be used by all staff members, rather than each staff member having to create a new list each to serve the same purpose.

Clear the Include all public lists field to display only tag lists that you have created.

Note: If you have created any public lists yourself these are displayed even if the Include all public lists field is cleared.

Clear tagged items first

Select this field to clear the current tag list before you load new community members.

Tip: Save any existing tagged records on the Tag List window, if required, so that they these are available at a later date.

Clear this field to append the new community members to the current tag list.

Grid area fields

Field	Description
Description	Meaningful description of the tag list.
Expires After	Date that the tag list is due to expire. This shows Never if public lists are set not to expire.
Public List	Tag lists that are available to all users at your organisation have this field selected. The field is cleared if the tag list is private to you alone.
Count	Number of community members included in the tag list.

Buttons

Button	Description
	Edit the following tag list details: the description of the tag list whether to make the list public to other users or not.
	Delete the selected tag list.

Button

Description

Edit the following tag list details:

Edit Tag List window

Delete the selected tag list.

Last modified: 4/10/2012 11:46:50 AM