Community creation windows

To enter information in the community creation windows:

Select File > New, as part of Creating new community records.
The Name window is displayed first.

Note: The fields on the Personal and Personal Company Name windows are identical.
Select the Record Type, if required.

Note: If you selected Company, the Contact Name window is displayed with different fields.
Enter the community member's name. The name can be either:
- an individual's
- a company name
- an individual at a company address (personal company).
If the information you enter matches one or more members of the community database, Synergetic displays a window showing possible matches. See Possible Name Match Found window. Select the matching name, if applicable.
Enter other fields, as described in the table below.
Click .
The following windows are displayed after the Name Details window, depending on the selections made:
- Spouse details, if applicable. See Spouse Name window.
- Home address details. See Home Address window.
- Company address details. See Company Address window.
- Couple relationship. See Select Couple Relationship window.
- Community member's phone and occupation details. See Phone/Occupation window.
- Spouse’s phone and occupation details, if applicable. See Phone/Occupation window.
- Matching search results in the IDAM database. See Identity and Access Manager (IDAM) Search Results window.

Note: The Identity and Access Manager (IDAM) Search Results window is only displayed if the IDAM:Enabled configuration setting is set to True. See IDAM:Enabled configuration setting in the System Maintenance manual.

Create New Community Member - Name window key fields

Field	Description

Record Type	New community members can be Personal, Company or Personal Company.
	Selection	Description
	Personal	An individual person or couple.
	Company	The company is the primary contact. For example: Jackson Holdings Attn: Mr John Roberts
	Personal Company	A company where a person is the primary contact. For example: Mrs Anne Johnson Salbut Enterprises
ID	Community member's Synergetic ID number.
Use Existing ID	If the community member already exists, select the Use Existing ID field and enter the community member's Synergetic ID.
Preferred	Community member's preferred name. This field is automatically completed with the primary contact's given name. You can type another name if required. For example, if the primary contact's given name is Stephen, you could type Steve.
Other Given	Community member's other given names.
Gender	Community member's gender. In most cases, this field is automatically completed when you select the person's title. In some cases, you need to select their gender. For example, Dr (doctor).
Date of Birth	Community member's date of birth.
Mail format	Address format for the community member. For example, whether their initials should be used, or an ampersand (&) instead of 'and'.

Last modified: 23/09/2014 1:20:52 PM