Personal

Search by community member personal details, including name, address, vehicle, nationality and company details.

Tip: Select the Any checkbox next to Surname or Surname sounds like to broaden the search to include surname, previous surname, maiden name and override legal surname.

Note: 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.

Occupation

Search by community member occupation.

In Constituency

Not In Constituency

Search for community members who do or do not belong to a particular constituency. For example search for all community members who are not debtors.

See Community Maintenance - Constits tab.

Note: You can search more than one constituency by selecting And or Or.

Donations

Search for community members who have:

• supported an appeal or made a donation
• donated a specified amount
• donated during a specified period.

Pledges

Search for community members who have:

• made a pledge
• pledged a specified amount.

Foundation Basis

Search for community members who have a foundation basis in the selected range, if your organisation has a foundation.

Note: A foundation basis is the sum of receipts and pledges from the donor. Different types of giving and different funds can contribute to the foundation basis in different proportions. For example, gifts could be 100% and pledges 50%. In kind gifts can lead to the foundation basis being adjusted manually.

Prospect Tracking

Search for community members who have offered to support your organisation's appeal.

Activity

Search for community members by the activity types on their record.

Current Communications

Specialised lists associated with the community member.

Past Communications

Specialised lists associated with the community member.

Current Events

Events the community member is currently attending.

Past Events

Events the community member has attended.

Peer Year

Year the student:

• completed or would have completed their final year of schooling
• commenced their studies, if your organisation is a tertiary institution.

Last Campus

Campus the student attended during their last year.

Last House

House the student belonged to during their last year.

Name at School

Name of the student used at your organisation.

Note: Format should be Surname, Given 1 (Preferred).

For example, a past student may have married and changed their name.

Entry Year Level

Year level the student started in at your organisation.

Year Left

Year the student left your organisation.

Last Year Level

Year level the student was in when they left your organisation.

Branch

Branch of the association that the past student is a member of. For example, Life Member Association - UK Branch.

Sub School

Search for students by the sub-school they are grouped into, if applicable.

This is used mostly by multi-campus organisations that provide schooling for all year levels at each campus. For example, year levels can be grouped into:

• junior school
• middle school
• senior school.

Warning: Do not add sub-schools by selecting from the right click menu because entries are required in both the luSubSchool and the luYearLevel lookup tables.

See the luSubSchool and luYearLevel lookup tables in the System maintenance manual.

Skill Code

Unique identifier for the skill.

Note: The list of skills is maintained in the luSkill lookup table.

Skill Level

Level of skill attained by the community member.

Attained Date

Date the skill was attained.

Expiry Date

Date the skill expires. For example, a plumber's skill expires by a particular date unless they continue to be recertified.

Qualification Code

Unique code for the qualification.

Qualification Level

Level of the qualification. For example secondary, tertiary.

Training Provider

Organisation providing the training and conferring the qualification.

Major 1-2

Major fields of specialisation.

Minor 1-2

Minor fields of specialisation.

Attained Date

Date the qualification was conferred.

Expected Attainment Year

Year when a partially completed qualification should be completed.

Notes Contains

Search for community members who have notes containing the word or words in this field.

Any Notes

Select to search for all community members who have notes attached.

Biography Contains

Search for community members who have a biography containing the word or words in this field.

Any Biography

Select to search for all community members who have a biography.

Confidential Contains

Search for community members who have confidential notes containing the word or words in this field.

Any Confidential Notes

Select to search for all community members who have confidential notes attached.

Relationships

Search for community members who have the selected relationship with another community member. You can select up to three relationship types to search by.

Create a new community member. See Creating new community records.

Exclude all current and future students from the search.

Use a custom search form to search for a community member. See Using custom search forms in the Introduction manual.

Note: This button is only visible if custom search has been enabled for this module at your organisation.