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Community Maintenance - Name tab

Use the Name tab to maintain the community member's name details.

Note: The Name tab is not displayed for Company record types. See Community Maintenance - Company tab in the Community manual.

Opening the Name tab

Community Maintenance - Name tab key fields and buttons

Fields

Field

Description

Community Record Type

Type of record.

Note: The Name tab is only displayed for Personal and Personal Company records.

Title

Community member's title.

Surname

Community member's last name.

Given

Community member's given name.

Preferred

Community member's preferred name. For example, their given name might be Melinda, but they prefer to be called Mel.

Preferred Formal

Community member's preferred formal name. For example, some cultures may use the family name before the given name in formal situations.

Initials

Community member's initials, automatically derived from the given names entered.

Override Initials

Select Override Initials to enter different initials.

Internal Name

Community member's name as used by the Synergetic database.

Override Internal Name

Select Override Internal Name to enter a different internal name.

Gender

Community member's gender.

Buttons

Button

Description

Display Names… button

Opens the Community Names window.

Override community names if required.

Community Names window

Show Spouse

Click to display the spouse's details.

Last modified: 9/10/2013 3:28:16 PM

See Also

Maintaining community members

Searching for community members

Creating new community records

Creating a spouse

Deleting community members

Community Maintenance - Occupation tab

Community Maintenance - Occupation Address tab

Community Maintenance - Constits tab

Community Maintenance - Postal Address tab

Community Maintenance - Phone tab

Community Maintenance - Education tab

Community Maintenance - Qualifications tab

Community Maintenance - Skills tab

Community Maintenance - Other tab

Community Maintenance - Attributes tab

Community Maintenance - Relations tab

Community Maintenance - Flags tab

Community Maintenance - Notify Methods tab

Community Maintenance - Current Comms tab

Community Maintenance - Comms tab

Community Maintenance - Current Events tab

Community Maintenance - Events tab

Community Maintenance - Notes/Bio tab

Community Maintenance - Photo tab

Community Maintenance - Household tab

Community Maintenance - Vehicles tab

Community Maintenance - Keys tab

Community Maintenance - Objects tab

Community Maintenance - Sales tab

Community Maintenance - DocMan tab

Community Maintenance - User Forms tab

Community Maintenance - Maint tab

Community Maintenance - International tab

Community Maintenance - Company tab

Community Maintenance - Home Address tab

Community Maintenance - Company Address tab

Community Maintenance - Correspondence tab

© 2013 Synergetic Management Systems. Published 15 October 2013.

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