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Community Maintenance - Relations tab

Relationships are used to maintain the way in which individuals relate to each other. Within Synergetic, relationships are represented from the perspective of each individual. For example, a father-son relationship is represented as:

Use the Relations tab to:

Opening the Relations tab

Community Maintenance - Relations tab fields and buttons

Grid area fields

Field

Description

Relation

Relationship details.

For example, Jay Smith is Ann Smith's daughter.

Constituencies

Relation's constituencies.

For example, a student's parent might be a member of the Debtor constituency.

Use SMS

Whether the relation elects to receive SMS text messages from your organisation with regard to this person (No, if not), and if so which mobile phone number to use:

  • Default mobile
  • Personal mobile
  • Occupation mobile.

Use Email

Whether the relation elects to receive email messages from your organisation about this person (No, if not), and if so which email address to use:

  • Default email
  • Personal email
  • Occupation email.

 

Note: Selecting No prevents sending emails from grids but not sending emails using Communications Maintenance.

Portal Approval

Whether the selected relation is approved to fill out the community member's excursion permission forms on the Community Portal.

Receive SMS

Relation's SMS contact (i.e. person that sends the relation SMSs) as defined in the Use SMS field.

Community Maintenance - relations tab (Use SMS, cut down)

Receive Email

Relation's email contact (i.e. person who sends the relation emails) as defined in the Use Email field.

Community Maintenance - Relations tab (Use email, cut down)

Give Portal Approval

Whether the selected relation has given approval for the community member to fill out their excursion permission information on the Community Portal.

ID

Relation's Synergetic ID.

Details area fields

Field

Description

Name

Relation's name.

Address

Relation's address.

Phone BH

Relation's business hours telephone number.

AH

Relation's after hour's telephone number.

Mob

Relation's mobile telephone number.

Email

Relation's email address.

Use SMS

Whether the relation elects to receive SMS text messages from your organisation with regard to this person (No, if not), and if so which mobile phone number to use:

  • Default mobile
  • Personal mobile
  • Occupation mobile.

Use Email

Whether the relation elects to receive email messages from your organisation about this person (No, if not), and if so which email address to use:

  • Default email
  • Personal email
  • Occupation email.

 

Note: Selecting No prevents sending emails from grids but not sending emails using Communications Maintenance.

Portal Approval

Whether the selected relation has approval to complete excursion permission forms on the Community Portal.

Buttons

Button

Description

… button

Launch the Community Maintenance window for the selected record.

Add button

Add a new relation. See Adding new relations.

Delete button

Delete the selected relationship.

Email icon

Send an email. See Sending emails in the Introduction manual.

Compose Letter button

Compose a letter. See Composing letters with Microsoft Word in the Introduction manual.

Copy name and address to clipboard button

Copy the address details of the selected record to the Windows clipboard.

Go the Microsoft Windows program you are using and paste the address details into the document you are editing.

Last modified: 8/04/2015 11:58:46 AM

See Also

Maintaining community members

Searching for community members

Creating new community records

Creating a spouse

Deleting community members

Community Maintenance - Occupation tab

Community Maintenance - Occupation Address tab

Community Maintenance - Constits tab

Community Maintenance - Postal Address tab

Community Maintenance - Phone tab

Community Maintenance - Name tab

Community Maintenance - Education tab

Community Maintenance - Qualifications tab

Community Maintenance - Skills tab

Community Maintenance - Other tab

Community Maintenance - Attributes tab

Community Maintenance - Flags tab

Community Maintenance - Notify Methods tab

Community Maintenance - Current Comms tab

Community Maintenance - Comms tab

Community Maintenance - Current Events tab

Community Maintenance - Events tab

Community Maintenance - Notes/Bio tab

Community Maintenance - Photo tab

Community Maintenance - Household tab

Community Maintenance - Vehicles tab

Community Maintenance - Objects tab

Community Maintenance - Keys tab

Community Maintenance - Sales tab

Community Maintenance - DocMan tab

Community Maintenance - User Forms tab

Community Maintenance - Maint tab

Community Maintenance - International tab

Community Maintenance - Company tab

Community Maintenance - Home Address tab

Community Maintenance - Company Address tab

Community Maintenance - Correspondence tab

Community Maintenance - IDAM tab

Community Maintenance - Action Centre tab

Community Maintenance - Membership tab

© 2015 Synergetic Management Systems. Published 6 May 2015.

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