Community Maintenance - Relations tab

Relationships are used to maintain the way in which individuals relate to each other. Within Synergetic, relationships are represented from the perspective of each individual. For example, a father-son relationship is represented as:

father-son on the father's record
son-father on the son's record.

Use the Relations tab to:

List close relationships, along with their memberships of constituencies and their identifiers.
Add new relations. See Adding new relations.
Perform functions for the selected relation, such as:
- launching the Community Maintenance window to maintain their details
- deleting the selected relationship
- sending an email
- composing a letter
- copying their address details to the Windows clipboard to use elsewhere
- setting the SMS and email settings for the relation.

Note: You can configure Synergetic to automatically assign SMS and email settings when the relation is created, depending on the type of relationship. See luRelationship lookup table in the System maintenance manual.

Opening the Relations tab

Community Maintenance - Relations tab fields and buttons

Grid area fields

Field	Description
Relation	Relationship details. For example, Jay Smith is Ann Smith's daughter.
Constituencies	Relation's constituencies. For example, a student's parent might be a member of the Debtor constituency.
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	Relation's Synergetic ID.

Details area fields

Field	Description
Name	Relation's name.
Address	Relation's address.
Phone BH	Relation's business hours telephone number.
AH	Relation's after hour's telephone number.
Mob	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
	Launch the Community Maintenance window for the selected record.
	Add a new relation. See Adding new relations.
	Delete the selected relationship.
	Send an email. See Sending emails in the Introduction manual.
	Compose a letter. See Composing letters with Microsoft Word in the Introduction manual.
	Copy the address details of the selected record to the Windows clipboard. Go the Microsoft Windows program you are using and paste the address details into the document you are editing.

Last modified: 1/10/2013 4:47:10 PM