Tagging multiple community members from a grid

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

This is useful if you want to add:

• All of the community members listed to the current tag list.
• Most of the community members. You can first add all of the community members then remove those that are not needed.

Also see:

• Tagging community members from the Tag List window
• Deleting community members from the Tag List window
• Tagging individual community members from a grid
• Deleting community members from the current tag list from a grid.

To add multiple 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 All Records.

   

   All the community member records are marked with the green tag indicator, added to the tag list and the count on the Tags (n) menu option is updated.

   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. If needed, you can remove some community members from the current tag list:
   • Using the Tag List window. See Deleting community members from the Tag List window.
   • From a grid. See Deleting community members from the current tag list from a grid.

Last modified: 26/08/2014 1:28:32 PM