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Development Maintenance - Constituencies tab

Use the Constituencies tab to view the constituencies that the primary contact and their spouse are members of.

Constituencies can either be system-defined or user-defined, that is, defined by your organisation. System-defined constituencies all start with @. For example:

Tip: You cannot delete community members from a system-defined constituency directly.
For example, if you wanted to delete a community member from the staff constituency (@STF), use Staff Maintenance to delete the staff member; Synergetic will then delete them from the staff constituency.

Tip: Use the centre splitter Centre splitter (dragging) to display more information for either the primary contact or spouse. See Using the centre splitter.

Opening the Constituencies tab

Development Maintenance - Constituencies tab key fields and buttons

Grid area fields

Field

Description

Code

Code for the constituency that the person belongs to. See Constituencies in the Community manual.

Description

Description of the constituency.

Date Joined

Date the community member joined the constituency.

Related

Related campus.

From

Date that the relationship started.

To

Date that the relationship ended.

Buttons

Button

Description

Launch button

Launch the function to maintain the highlighted constituency.

Tip: Double click on the constituency in the grid area to launch the maintenance function.

For example:

Constituency

Launch application

Debtor

Debtor Maintenance

Enrolment Deposit Contact

Enrolment Deposit Maintenance

Current Parent

Current Student Maintenance

Donor

Development Maintenance

School Council (user-defined)

Not available

Add button

Add the selected community member to a user-defined constituency.

Modify button

Change the membership for the selected community member from one user‑defined constituency to another.

Delete button

Delete the selected community member from the user-defined constituency. You cannot directly delete members from system-defined constituencies; that is constituencies that start with @.

Note: To remove a community member from a Synergetic system constituency, click the … button button and delete the community member using the maintenance function.
For example, if you wanted to delete a community member from the staff constituency (@STF), you have to go into Staff Maintenance and delete them as a staff member. Synergetic will then delete them from the staff constituency.

Last modified: 23/09/2014 3:20:44 PM

See Also

Maintaining donors and prospects

Searching for donors and prospects

Creating new donors and prospects

Development Maintenance - Personal tab

Development Maintenance - Relationships tab

Development Maintenance - Past Students tab

Development Maintenance - Giving Summary tab

Development Maintenance - Giving Detail tab

Development Maintenance - Pledges tab

Development Maintenance - Archives tab

Development Maintenance - Prospect Tracking tab

Development Maintenance - Current Comms tab

Development Maintenance - Comms tab

Development Maintenance - Current Events tab

Development Maintenance - Events tab

Development Maintenance - Occupation/Education tab

Development Maintenance - Notes/Bio tab

Development Maintenance - Confidential tab

Development Maintenance - Photo tab

Development Maintenance - DocMan tab

Development Maintenance - User Forms tab

Development Maintenance - Correspondence tab

© 2015 Synergetic Management Systems. Published 6 May 2015.

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