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:
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.
The following menu is displayed.
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.
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 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.
Last modified: 21/07/2016 12:28:47 PM
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© 2016 Synergetic Management Systems. Published 19 September 2016. |