Community creation windows

To enter information in the community creation windows:

1. Click the button as part of Creating community members.

   The Name window is displayed first.

   

   Note: The fields on the Personal and Personal Company Name windows are identical.

2. Select the Record Type if required.

   

   Note: If you selected Company, the Name window is displayed with different fields.

3. Enter the community member's name. The name can be either:
   • an individual's
   • a company name
   • an individual at a company address (personal company).

   If the information you enter matches one or more members of the community database, Synergetic displays a window showing possible matches. See Creating community members - Possible Name Matches. Select the matching name, if applicable.

4. Enter other fields, as required.
5. Click .

   The following windows are displayed after the Name Details window, depending on the selections made:

   • Spouse details, if applicable. See Spouse Name window.
   • Home address details. See Home Address window.
   • Company address details. See Company Address window.
   • Couple relationship. See Select Couple Relationship window.
   • Community member's phone and occupation details. See Phone/Occupation window.
   • Spouse’s phone and occupation details, if applicable. See Phone/Occupation window.

Last modified: 12/09/2014 7:02:18 AM