Searching for community members

When you first start Community Maintenance, the Community Maintenance Search Criteria window is displayed to allow you to find the community members you want.

Community Maintenance Search Criteria (synweb)

Note: You can also access this window by clicking the button on the banner.

How to use the Community Maintenance Search Criteria window

On the Community Maintenance Search Criteria window you can:

Click , leaving all fields blank. This finds all community members in SynWeb and presents them in a search grid.
Restrict the search by entering information in one or more fields, and then click . You can enter all or part of a name in a field and use wildcard characters to further narrow the search. See Using wildcards to search in the Introduction manual.
The more fields that you use to search on, the more filters you apply so that less data is returned. Less data for SynWeb to process means that less time is taken to retrieve the data.

Note: Make sure that you enter the required data into the corresponding fields in the correct format. For example, you must enter the ID as a number and not a letter or alphabetic character.
Click a letter of the alphabet to display a search grid of all community members whose last name starts with that letter.

At any stage you can change your selections. To do this, click and then make your new selections.

Fields that you type in are not case sensitive and can be entered in either upper or lower case or a mix of both. For example, name fields are not case sensitive.

Tip: Fields that have a drop-down list to choose from, such as Campus or House, are case sensitive. We recommend that you always select these fields from the drop-down list rather than typing them in.

Tip: You can mouse over the community selector to quickly view a community member's constituencies.
Community Selector (synweb, wn66)

Community Maintenance Search Criteria key fields and buttons

General tab fields

Area	Description
Personal	Search by community member personal details, including name, address, vehicle, nationality and company details. Note: When searching for community records using the Postcode field, Synergetic searches for like records instead of exact matches. For example, if you enter 3 in the postcode field, Synergetic returns records that have postcodes starting with 3.
Occupation	Search by community member occupation.
In Constituency Not In Constituency	Search for community members who do or do not belong to a particular constituency. For example search for all community members who are not debtors. See Community Maintenance - Constits bar. Note: You can search more than one constituency by selecting And or Or.

Area

Description

Personal

Search by community member personal details, including name, address, vehicle, nationality and company details.

Note: When searching for community records using the Postcode field, Synergetic searches for like records instead of exact matches. For example, if you enter 3 in the postcode field, Synergetic returns records that have postcodes starting with 3.

Occupation

Search by community member occupation.

In Constituency

Not In Constituency

Search for community members who do or do not belong to a particular constituency. For example search for all community members who are not debtors.

See Community Maintenance - Constits bar.

Note: You can search more than one constituency by selecting And or Or.

Giving tab fields

Area	Description
Donations	Search for community members who have: supported an appeal or made a donation donated a specified amount donated during a specified period.
Pledges	Search for community members who have: made a pledge pledged a specified amount.
Foundation Basis	Search for community members who have a foundation basis in the selected range, if your organisation has a foundation. Note: A foundation basis is the sum of receipts and pledges from the donor. Different types of giving and different funds can contribute to the foundation basis in different proportions. For example, gifts could be 100% and pledges 50%. Gifts in kind can lead to the foundation basis being adjusted manually.

Area

Description

Donations

Search for community members who have:

supported an appeal or made a donation
donated a specified amount
donated during a specified period.

Pledges

Search for community members who have:

made a pledge
pledged a specified amount.

Foundation Basis

Search for community members who have a foundation basis in the selected range, if your organisation has a foundation.

Note: A foundation basis is the sum of receipts and pledges from the donor. Different types of giving and different funds can contribute to the foundation basis in different proportions. For example, gifts could be 100% and pledges 50%. Gifts in kind can lead to the foundation basis being adjusted manually.

Prospect Tracking tab fields

Area	Description
Prospect Tracking	Search for community members who have offered to support your organisation's appeal.
Activity	Search for community members by the prospect tracking activity types on their record.

Communications/Events tab fields

Area	Description
Current Communications	Specialised lists associated with the community member.
Past Communications	Specialised lists associated with the community member.
Current Events	Events the community member is currently attending.
Past Events	Events the community member has attended.

Past Students tab fields

Area	Description
Peer Year	Year the student: Completed or would have completed their final year of schooling. This is typically Year 12 in Australian high schools and Year 13 in New Zealand. Started at your organisation, if your organisation is a tertiary institution or residential college.
Last Campus	Campus the student attended during their last year.
Last House	House the student belonged to during their last year.
Name at School	Name of the student used at your organisation. Note: Format should be Surname, Given 1 (Preferred). For example, a past student may have married and changed their name.
Entry Year Level	Year level the student started in at your organisation.
Year Left	Year the student left your organisation.
Last Year Level	Year level the student was in when they left your organisation.
Branch	Branch of the association that the past student is a member of. For example, Life Member Association - UK Branch.
Sub School	Search for students by the sub-school they are grouped into, if applicable. This is used mostly by multi-campus organisations that provide schooling for all year levels at each campus. For example, year levels can be grouped into: junior school middle school senior school. Warning: Do not add sub-schools by selecting from the right click menu because entries are required in both the luSubSchool and the luYearLevel lookup tables. See luSubSchool lookup table and luYearLevel lookup table in the System maintenance manual.

Skills & Qualifications tab fields

Area	Description
Skill Code	Unique identifier for the skill. Note: The list of skills is maintained in the luSkill lookup table.
Skill Level	Level of skill attained by the community member.
Attained Date	Date the skill was attained.
Expiry Date	Date the skill expires. For example, a first aid skill expires by a particular date unless they continue to be recertified.
Qualification Code	Unique code for the qualification.
Qualification Level	Level of the qualification. For example secondary, tertiary.
Training Provider	Organisation providing the training and conferring the qualification.
Major 1-2	Major fields of specialisation.
Minor 1-2	Minor fields of specialisation.
Attained Date	Date the qualification was conferred.
Expected Attainment Year	Year when a partially completed qualification should be completed.

Other tab fields

Area	Description
Notes Contains	Search for community members who have notes containing the word or words in this field.
Any Notes	Select to search for all community members who have notes attached.
Biography Contains	Search for community members who have a biography containing the word or words in this field.
Any Biography	Select to search for all community members who have a biography.
Confidential Contains	Search for community members who have confidential notes containing the word or words in this field.
Any Confidential Notes	Select to search for all community members who have confidential notes attached.
Relationships	Search for community members who have the selected relationship with another community member. You can select up to three relationship types to search by.

Buttons

Button	Description
	Create a new community member. See Creating community members.
	Search for community members based on the given criteria.
	Clear all fields.
	Cancel the search.

Last modified: 12/09/2014 6:59:26 AM