Tagging individual community members from a grid

You can add individual community members to your current tag list from any grid with an ID (Synergetic ID) field.

Also see:

• Tagging community members from the Tag List window
• Deleting community members from the Tag List window
• 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:

1. Navigate to a:
   • Grid with an ID field. For example, the Contacts bar of Student Maintenance.

     

   • Window with launch links to community members. For example, the Student Selector area.

     

2. Place the cursor over the community member you want to add to the current tag list.

   

   Note: In some cases, you need to be positioned over the community member's record. In the example, two records have their active areas highlighted.
   

3. Right click.

   The following menu is displayed.

   

4. Select Tag Record.

   

   The community member record is marked with the green tag indicator, added to the Tag List window and the count on the Tags (n) menu option is incremented by 1.

   

   Tip: Hovering over a green tag indicator reveals a tag icon can be clicked to quickly tag or untag a community member. See Configuring tag lists.

5. Repeat steps 1 through 4 for each individual community you want to tag.

Last modified: 26/08/2014 1:27:53 PM