Staff Maintenance - Relations tab

The Relations tab displays any relatives of the staff member in your organisation's community. 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. Constituencies define how community members relate to your organisation. For example, the community member can be a student, staff member or debtor.

You cannot make any changes to the relative's details on this tab. You can launch into Community Maintenance, if you want to change any details relating to an individual. See Maintaining community members in the Community manual for more information.

Opening the Relations tab

Staff Maintenance - Relations tab key fields and buttons

Fields

Field	Description
Name	Relation's full name.
Address	Relation's address.
Phone BH AH Mob	Relation's contact telephone numbers: during Business Hours during After Hours (home phone) Mobile number.
Use SMS	Select which mobile phone number an SMS (Short Message Service) text message should be sent to, or whether an SMS should not be sent. For example, send an SMS to the person's default number or their personal number.
Use Email	Select which email address an email should be sent to, or whether an email should not be sent.

Buttons

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

Grid area

Field	Description
Relation	Relation, from the perspective of the staff member.
Constituencies	Constituencies that the relation belongs to.
Use SMS	Location to send an SMS to. If blank, no SMS is sent.
Use Email	Location to send an email to. If blank, no email is sent.
ID	Synergetic ID of the relation.

Tip: Double click on the selected relation to launch Community Maintenance. See Maintaining community members in the Community manual.

Last modified: 4/10/2012 11:54:03 AM