Relation

Name and relationship of person to the primary person or spouse.

Constituencies

Constituencies that the person belongs to. See Constituencies in the Community manual.

Use SMS

Location to send an SMS (short message service) to. If blank, no SMS is sent.

Use Email

Location to send an email to. If blank, no email is sent.

Portal Approval

Whether the selected relation is approved to fill out the community member's excursion permission forms on the Community Portal.

Receive SMS

Relation's SMS contact (i.e. person that sends the relation SMSs) as defined in the Use SMS field.

Receive Email

Relation's email contact (i.e. person who sends the relation emails) as defined in the Use Email field.

Give Portal Approval

Whether the selected relation has been given approval by the Community member to fill out their excursion permission forms on the Community Portal.

ID

Synergetic ID of the relation.

Launch Development Maintenance for the highlighted relation.

See Maintaining donors and prospects.

Add a new relation for the donor or prospect.

See Adding new relations in the Community manual.

Delete the highlighted relation.

Send an email to the default email account of the selected relation.

Compose a letter to the selected relation. See Composing letters with Microsoft Word in the Introduction manual.

Copy the address details of the selected relation to the Windows clipboard.

Go the Microsoft Windows application you are using and paste the address details into the document you are editing.