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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:

To add individual community members to your current tag list:

  1. Navigate to a:

    Student Maintenance - Contacts bar (cut down)

    Student Maintenance (Student Selector area)

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

    Select student from Student Selector area

    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.
    Student Maintenance - Contacts bar (grid area, cut down)

  3. Right click.

    The following menu is displayed.

    Right click menu

    Tip: You can tag community members by hovering your mouse cursor on the left edge of the row then selecting the tag icon. Once the community member is tagged a green rectangle is displayed.
    Tagging a record using the tag icon (synweb)

  4. Select Tag Record.

    Right click menu (cut down, 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.

    Tag List (0 records becomes 1 record, synweb)

    Tip: Hovering over the left of a record reveals a tag icon can be clicked to quickly tag or untag a community member. See Configuring tag lists in the System maintenance manual.
    Tagging student record (Synweb)

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

Last modified: 21/07/2016 12:28:47 PM

See Also

Using tag lists

Using the Tag List window

Tagging 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

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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