Field

Description

Community Record Type

Type of record. You can select either:

• personal
• company
• personal company.

Field

Description

Title

Community member's title.

Gender

Community member's gender.

Surname

Community member's surname.

Given

Community member's given name.

Given 2

Community member's given second name.

Preferred

Community member's preferred name.

Preferred Formal

Community member's preferred formal name.

Internal Name

Community member's name used by the Synergetic database.

Override Internal Name

Select to use a different internal name.

Initials

Community member's initials.

Override Initials

Select to use different initials.

Field

Description

Occupation Description

Description of the company's main business. For example, Garden Maintenance.

Company

Name of the company.

Attention

Name of recipient within the company if required.

Button

Description

View or override other names of the community member such as mail names.

Search Filter

The Search Filter field is located at the top of the Community Selector. This field can be used to filter community members by any of the information displayed in the Community Selector.

Create a new community member. See Creating community members.

Delete the selected community member. See Deleting community members.

Display the Community Maintenance Search Criteria window.

You can update the search criteria and search for new community members. See Searching for community members.

Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.

Create a new task relating to the community member. See Managing tasks in the Introduction manual.

Click to break spouse links for the selected community member. See Breaking links to a spouse.

Click to flip spouses and make the spouse contact the primary contact in the relationship. See Flipping spouses.

Click to refresh information for the selected community member.