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Using the Tag List window

Use the Tag List window to create groups of community members that are otherwise unrelated. Tag lists can be:

Opening the Tag List window

Tag List window key fields, links and buttons

Grid area fields and links

Field / Link

Description

#

Select the student or students that you want to manage from the tag list. For example, select one student and click Email button (synweb) to email only the selected student.

ID

Community member's Synergetic ID.

Name

Community member's name.

Launch Into

SynWeb maintenance program where the community member can be managed.

Note: Click the link to open a new window with the community member's record in the maintenance program.

Buttons

Button

Description

Add... button (Add ellipses button) (Synweb)

Search for community members to add to the tag list.

See Tagging community members from the Tag List window.

Note: You must enter at least two characters to perform the search.

Search community window (synweb)

Delete button (same width as Add... button) (Synweb)

Delete the selected community member from the tag list.

See Deleting community members from the Tag List window.

Clear button (same width as Add... button)(synweb)

Delete all community members from the tag list.

See Deleting community members from the Tag List window.

Email button (synweb)

Send an email to the selected community members in the tag list.

See Sending emails or SMS messages to a community member selected from a grid.

Email All button (synweb)

Send an email to all community members in the tag list.

See Sending emails or SMS messages to multiple community members from a grid.

SMS button (synweb)

Send an SMS to the selected community members in the tag list.

See Sending emails or SMS messages to a community member selected from a grid.

SMS All button (synweb)

Send an SMS to all community members in the tag list.

See Sending emails or SMS messages to multiple community members from a grid.

Docman button (synweb)

Upload a document link to all community members in the tag list.

See Using document management (DocMan).

Add Document window (synweb, IE look)

Load... button (Load ellipses button same width as Add... button)(synweb)

Load a different tag list as the current tag list.

See Loading tag lists.

Load Tag Lists window

Import ID... button (Import ID ellipses button same width as Add... button)(synweb)

Import community members into the tag list by copying Synergetic IDs from a spreadsheet. See Creating tag lists from imported Synergetic IDs.

Import ID window (synweb)

Store button (synweb)

Save the tag list for future use.

See Storing tag lists.

Store Tag List (synweb)

Constit button (synweb)

Add the tagged community members to a constituency.

See Saving tag lists into constituencies.

Add Tagged IDs to Constituency window

Class button (synweb)

Add the tagged community members into a class.

See Saving tag lists into classes.

Class search (tag lists, synweb)

Refresh button

Display records that have recently been tagged.

Paging area

Pages of community members can be displayed and navigated to using the buttons and page links.

Tag List (synweb, paging)

Note: See Paging:EnabledFlag and Paging:Size configuration settings in the Synergetic System maintenance manual.

Link / Button

Description

Previous button (synweb, Tag List, paging)

Go to the previous page of community members in the tag list.

In the example, 1136 community members (items) are displayed.

[n]

Current page number.

n

Numbered page. Click on the link to go to the page.

In the example, you can click on pages 2, 3, 4, 6, 7, 55, 56 or 57 (last page).

Next button (synweb, Tag List, paging)

Go to the next page of community members in the tag list.

Last modified: 21/07/2016 12:13:44 PM

See Also

Using tag lists

Tagging community members from the Tag List window

Tagging individual community members from a grid

Tagging multiple community members from a grid

Deleting community members from the current tag list from a grid

Deleting community members from the Tag List window

Loading tag lists

Creating tag lists from imported Synergetic IDs

Storing tag lists

Extending the expiry dates of tag lists

Saving tag lists into constituencies

Saving tag lists into classes

Running reports on tag lists

© 2016 Synergetic Management Systems. Published 19 September 2016.

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