Create New Community Member - Spouse Name window

The Spouse Name window is the same in all modules. The example below shows a typical Spouse Name window.

On the Spouse Name window:

1. If there is no spouse, leave all fields blanks and click .

   The Address Details window is displayed. See Home Address window.

2. If the spouse is an existing community member, either:
   • Type in details you know about them, click and select the spouse. See Possible Name Match Found window.
   • If you know their Synergetic ID, select Use Existing ID and type it into the ID field.

   The details of the person are retrieved from the community database.

3. Click .

   The following windows are displayed after the Spouse Name window, depending on the selections made:

   • Address details. See Home 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.

Last modified: 13/08/2014 8:04:18 AM

© 2015 Synergetic Management Systems. Published 6 May 2015.