Community Maintenance - Relations bar

Relationships are used to maintain the way in which individuals in the Synergetic community 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 bar to:

List close relationships, along with their memberships of constituencies and their identifiers.

Add new relations. See Adding new relations.

To open the Relations bar:

Select Community from the SynWeb main menu.
The Community Maintenance Search Criteria window is displayed.
Search for a community member. See Searching for community members.
Click on the Relations bar.
Tip: You can click anywhere on a navigation bar other than the caption to open it.

The Relations bar of the Community Maintenance window is displayed.

Community Maintenance - Relations bar fields and buttons

Fields

Field	Description
ID	Relation's Synergetic ID.
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 in Synergetic.

Field

Description

Relation's Synergetic ID.

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 in Synergetic.

Buttons

Button	Description
	Add a new relation to the community member. See Adding new relations.
	Edit this relationship.
	Remove this relationship from the community member.

Button

Description

Add a new relation to the community member. See Adding new relations.

Edit this relationship.

Remove this relationship from the community member.

Last modified: 27/01/2015 11:32:18 AM