|
|
|
This section outlines changes to the Community manual arising from changes made to Synergetic (versions 65.19-66.01).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 66 and pre-66 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
Change |
More information |
See... |
|---|---|---|
New search ability. |
You can select the Any field to search for community members by:
|
|
New Identity and Access Manager (IDAM) Search Results Community creation window. |
New Identity and Access Manager (IDAM) Search Results window added to Community member creation. |
|
New IDAM tab. |
New IDAM (Identity and Access Manager) tab under Community Maintenance to store IDAM information that securely identifies staff and students. |
|
New Action Centre tab. |
New Action Centre tab under Community Maintenance displays action centre messages linked to community members.
|
|
Changes to the Phone tab. |
Changes to the Phone tab under Community Maintenance including a new layout and new fields for Internet/Social Media Services and Internet Calls. |
|
New Receive SMS and Receive Email fields. |
New Receive SMS and Receive Email fields on the Relations tab under Community Maintenance list the people who send SMSs and emails to the selected Community member.
|
|
New fields added to the Current Events tab - Guests sub-tab. |
New email and mobile phone fields added to the Current Events tab - Guests sub-tab. |
This section outlines changes to the Community manual arising from changes made to Synergetic (versions 64.13-65.19).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 65 and pre-65 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
Change |
More information |
See... |
|---|---|---|
New field on the International tab. |
You can set a person's citizenship using the Status field on the International tab of Community Maintenance.
|
|
Changes to setting up relationships. |
Your organisation may have a policy where certain relations are always contacted by SMS and others always by email. You can set this default behaviour in the luRelationship lookup table, and when new relations or contacts are created their Use SMS and Use Email settings reflect this default. |
Community Maintenance - Relations tab |
New search ability. |
You can search for community members by:
in the Surname field of the Set Community Search Criteria window. |
Last modified: 8/04/2015 11:58:43 AM
This section outlines changes to the Community manual arising from changes made to Synergetic (versions 63.18-64.13).
Change |
More information |
See... |
|---|---|---|
New Default Email option. |
You can choose to send emails to both a community member's home and occupation email addresses by default.
|
|
New field in the Set Community Search Criteria window. |
You can use the Fund and Prospect Status fields on the Prospect Tracking tab of the Set Community Search Criteria window to search for community members.
|
|
New Mail format field in Create New Community Member. |
You can specify how community members' names should be formatted on the Create New Community Member window.
|
|
New button on the Correspondence tab. |
You can click |
Last modified: 8/04/2015 11:58:43 AM
This section outlines changes to the Community manual arising from changes made to Synergetic (versions 62.46-63.18).
Change |
More information |
See... |
|---|---|---|
New Correspondence tab in Community Maintenance. |
In the Correspondence tab of Community Maintenance you can:
|
|
New filter fields in the DocMan tab of Community Maintenance. |
You can filter documents by their description and source reference in the DocMan tab of Community Maintenance.
|
Last modified: 8/04/2015 11:58:43 AM
This section outlines changes to the Community manual arising from changes made to Synergetic (version 61.35-62.45)
Change |
More information |
See... |
General improvements. |
Improvements have been made throughout this manual to improve its readability. |
|
New field on Giving tab of Set Community Search Criteria window. |
You can search for community members by the date of their donations on the Giving tab of the Set Community Search Criteria window.
|
|
Topic rewritten. |
The Create New Community Member - Postal Address topic has been rewritten to include instructions on creating a postal address different to the community member's home or company address. |
|
New fields in Keys tab of Community Maintenance. |
In the Keys tab of Community Maintenance, you can maintain:
|
|
New buttons in Other tab of Community Maintenance. |
You can manage the community portal accounts of community members on the Other tab of Community Maintenance.
|
|
Topic rewritten and split into four. |
A topic on deleting community members has been rewritten and split into four topics. |
Last modified: 8/04/2015 11:58:43 AM
This section outlines the changes to the Community manual arising from changes made to Synergetic (version 61.00-v61.35).
3rd February 2010
Change |
More information |
See |
|---|---|---|
New tab in Community Maintenance window. |
A new International tab has been added to Community Maintenance to track community member's citizenship, passport and visa details.
|
|
New fields in the Company Address tab of the Community Maintenance window. |
Two new fields for the address longitude and latitude coordinates have been added to the following tabs of the Community Maintenance window:
|
|
New field in Set Community Search Criteria. |
You can now search for community members by nationality.
|
Searching for community members
|
New field in Other tab of Community Maintenance. |
A new Dietary Requirements field in the Other tab of the Community Maintenance window allows you to select common dietary requirements from a drop-down list rather than typing them in the memo area.
|
Community Maintenance - Other tab
|
This section outlines the changes to the Community manual arising from changes made to Synergetic (version 59.15-v60.37).
Change |
More information |
See |
|---|---|---|
New field on the Phone tab. |
The Web Site field has been added to the tab. The |
|
The DPID, Plan Number and PAF Version fields are cleared if the address details are changed manually. |
The RAT (Rapid Addressing Tool) fields are cleared to avoid them being made invalid by any manual address changes. Fields affected are:
|
Community Maintenance - Home Address tab |
New fields on the Other tab of Community Maintenance. |
The following fields have been added to the tab:
The latter three fields are used to comply with Working with Children (WWC) Checks legislation, that apply in a number of jurisdictions including:
|
|
New configuration option to allow Suburb or City field to be uppercase or mixed case. |
The Suburb field can be set to either be uppercase or mixed case. The Suburb field is displayed as City in New Zealand organisations and needs to be set to 'mixed case' to conform to New Zealand postal standards.
|
Create New Community Member - Home Address window SuburbUpperCase |
New field on the Phone tab of Community Maintenance. |
The Phone tab has been updated with description for the following new field:
Synergetic uses the community member's default mobile phone, when sending SMS (Short Message System) text messages from Synergetic to the person.
|
Community Maintenance - Phone tab Sending SMS text messages from grids in the Introduction manual |
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. |
|
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.
|
|
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. |
|
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. |
|
New Sales tab. |
New Sales tab in Community Maintenance which allows all sales to be viewed for a community member. |
Last modified: 8/04/2015 11:58:43 AM
|
See Also |
© 2015 Synergetic Management Systems. Published 6 May 2015.
Version 66.gif)
.gif)
.gif)
.gif){kind=tracking}
.gif)
on the Content sub-tab of the Correspondence tab to view an HTML message in your browser..gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
button has been added to allow you to link to the individual's or company's web site using your default web browser. .gif)
.gif)
.gif)