Deleting community members

To delete a community member:

1. Check maintenance functions for actions needed before deleting the community member. For example:

   Function	Make sure that:
   Current Student Maintenance	You remove all courses and classes that the student is enrolled in.
   Debtor Maintenance	The balance of the community member's account is zero. All debts must be received before deletion can occur.
   Creditor Maintenance	The balance of the community member's account is zero. All outstanding payments must be made before deleting a creditor.
   Staff Maintenance	You remove any classes that the staff member is teaching.

2. Search for the community member. See Searching for community members.
3. Open the relevant modules and delete the community member from each. For example, if the community member is a:
   • debtor, open Debtor Maintenance windows
   • supplier, open Creditor Maintenance windows.

     Tip: Click on the Constits tab to open the relevant module.

4. Remove links with a spouse and other relations. See Removing spouse links and relationships.
5. Delete links to user-defined constituencies. See Deleting links to user-defined constituencies.
6. Delete the community member. See Deleting community members from Synergetic.

Last modified: 12/09/2014 8:23:51 AM

© 2015 Synergetic Management Systems. Published 6 May 2015.