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:
Note: You can configure Synergetic to automatically assign SMS and email settings when the relation is created, depending on the type of relationship. See luRelationship lookup table in the System maintenance manual.
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:
|
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:
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. |
Receive Email |
Relation's email contact (i.e. person who sends the relation emails) as defined in the Use Email field. |
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. |
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:
|
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:
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 |
---|---|
Launch the Community Maintenance window for the selected record. |
|
Add a new relation. See Adding new relations. |
|
Delete the selected relationship. |
|
Send an email. See Sending emails in the Introduction manual. |
|
Compose a letter. See Composing letters with Microsoft Word in the Introduction manual. |
|
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
© 2015 Synergetic Management Systems. Published 6 May 2015.