Future Student Maintenance

Future Student Maintenance - Relations tab

Use the Relations tab to:

list family and guardianship relationships
list the constituencies of the relations
list the contact details of the relations
maintain relationships
manage communications with relations.

Note: Relationships represent how one member of the community relates to another. For example, a mother-daughter relationship. Constituencies define how community members relate to your organisation. For example, the community member may be a student, staff member or debtor. Constituencies can be system or user-defined.

Opening the Relations tab

Future Student Maintenance - Relations tab key fields and buttons

Grid area fields

Field	Description
Relation	Relationship from the perspective of the student.
Constituencies	Constituencies that the relation belongs to. Constituencies that are displayed in: UPPERCASE are Synergetic constituencies. For example, the @DEB constituency is displayed as DEB (debtor). lowercase are user-defined constituencies. For example, the counc (school council) user-defined constituency is displayed as counc.
Use SMS	Whether the relation elects to receive SMS text messages from your organisation with regard to this person and if so which mobile phone number to use: Default mobile Personal mobile Occupation mobile.
Use Email	Whether the relation elects to receive email messages from your organisation about this person (No, if not), and if so which email address to use: Default email Personal email Occupation email. Note: Selecting No prevents sending emails from grids but not sending emails using Communications Maintenance.
ID	Synergetic ID of the relation.

Fields

The fields in the Details area correspond to the selected record in the grid area.

Field	Description

Name	Relation's name.
Address	Relation's address.
Phone BH	Relation's business hours telephone number.
Phone Alt AH	Relation's alternative phone number for after hours. Note: This field displays Silent Phone if the relation's phone number is a silent number.
Phone AH	Relation's after hour's telephone number.
Phone Mobile	Relation's mobile telephone number.
Email	Relation's email address.
Use SMS		Whether the relation elects to receive SMS text messages from your organisation with regard to this person and if so which mobile phone number to use: Default mobile Personal mobile Occupation mobile.
Use Email		Whether the relation elects to receive email messages from your organisation about this person (No, if not), and if so which email address to use: Default email Personal email Occupation email. Note: Selecting No prevents sending emails from grids but not sending emails using Communications Maintenance.

Buttons

Button	Description
	Add a new relation for the student. See Adding new relations.
	Delete the selected relationship. See Deleting relationships.
	Copy the address details of the selected relation to the Windows clipboard. Go to the Microsoft Windows application you are using and paste the address details into the document you are editing.
	Compose a letter to the relation. See Composing letters with Microsoft Word in the Introduction manual.
	Send an email to the relation. See Sending emails in the Introduction manual.

Last modified: 4/10/2012 11:58:31 AM