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Community

This section outlines the changes to the Community manual arising from changes made to Synergetic (version 58.09-v59.14).

Change

More information

See

Searching for community records using the Postcode field has been enhanced.

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.

Searching for community members

Giving tab on Set Community Search Criteria window.

The Giving tab of the Set Community Search Criteria window is used to search for community members based on their donations, pledges and foundation-related information.

Set Community Search Criteria - Giving tab (cut down)

 

Searching for community members

New Attributes tab.

New tab in Community Maintenance which allows access to community attributes for the community member.

This was provided via a user form, which is no longer required.

Community Maintenance - Attributes tab

New Objects tab.

 

New Objects tab in Community Maintenance which allows bookings and loans to be viewed and created for a community member.

When you open the Objects tab, the Loans sub-tab is displayed by default. You can click on the Bookings sub-tab for bookings.

Community Maintenance - Objects tab

Community Maintenance - Objects tab - Bookings sub-tab

New Sales tab.

New Sales tab in Community Maintenance which allows all sales to be viewed for a community member.

Community Maintenance - Sales tab

See Also

What's new in Synergetic version 59

Introduction

Human resources

Objects

System maintenance

Current students

Past students

Medical details

Curriculum

Attendance/Absence Events

Assessments and reports

Sales

General Ledger

© 2015 Synergetic Management Systems. Published 6 May 2015.

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