You can load a list of community members into your tag list from:
Also, see Storing a tag list.
To load an existing tag list into the current tag list:
The Tag List window is displayed.
The Load Tag Lists window is displayed with:
This displays all available public lists as well.
The stored tag list is copied to your tag list.
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. For example, two public lists have been created by the administrator:
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:
|
|
Delete the selected tag list. |
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Load a group of community members from a spreadsheet, provided their Synergetic IDs are contained in one of the columns. See Loading community members into a tag list from an Excel spreadsheet. |
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Load a group of community members from a comma-delimited text file, provided their Synergetic IDs are contained in the first column. |
Last modified: 1/10/2014 2:30:40 PM
© 2015 Synergetic Management Systems. Published 6 May 2015.