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Community Maintenance - Occupation bar

Use the Occupation bar to enter and maintain the community member's:

Opening the Occupation bar

Community Maintenance - Occupation bar fields

Field

Description

Description

Description of the community member's occupation. For example, information about their job title.

Include Description in Occupation Address

Select to include the Description in the occupation address.

Include Description in Mailing Address

Select to include the Description in the mailing address.

Code

Occupation code.

Position

Position code.

Industry

Classify by industry.

Company

Company name, if applicable.

Phone

Contact occupation telephone number.

Fax

Contact occupation fax number

Mobile

Contact occupation mobile telephone number.

Silent Mobile

Select if the occupation mobile number is not to be listed.

Default Mobile Phone

Community member's preferred mobile phone. Available values are:

  • Personal.
  • Occupation.

Synergetic uses the community member's default mobile phone when sending SMS text messages from Synergetic to the person.

When:

  • Personal is selected, the Mobile phone number recorded on this bar is used.
  • Occupation is selected, the Mobile phone number recorded on the Occupation bar is used.

Email

Default email address.

Default Email

Select the default email address. Values include:

  • Home Email
  • Occupation Email
  • Home and Occupation Email.

See Community Maintenance - Phone bar.

Common fields

Field

Description

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.

Common buttons

Button

Description

New button (synweb)

Create a new community member. See Creating community members.

Delete button (synweb)

Delete the selected community member. See Deleting community members.

Criteria button

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 tabs button (synweb)

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

New Task button (synweb)

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

Break spouse links icon (synweb)

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

Flip spouse icon (synweb)

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

Refresh button (maintenance, synweb)

Click to refresh information for the selected community member.

Last modified: 4/04/2016 2:47:06 PM

See Also

Community

What's new to Community

Searching for community members

Creating community members

Creating spouses

Flipping spouses

Deleting community members

Community Maintenance - Action Centre bar

Community Maintenance - Constits bar

Community Maintenance - Current Comms bar

Community Maintenance - DocMan bar

Community Maintenance - Education bar

Community Maintenance - Flags bar

Community Maintenance - Home Address bar

Community Maintenance - IDAM bar

Community Maintenance - Keys bar

Community Maintenance - Name bar

Community Maintenance - Notes/Bio bar

Community Maintenance - Occupation Address bar

Community Maintenance - Other bar

Community Maintenance - Phone bar

Community Maintenance - Photo bar

Community Maintenance - Postal Address bar

Community Maintenance - Qualifications bar

Community Maintenance - Relations bar

Community Maintenance - Vehicles bar

© 2016 Synergetic Management Systems. Published 19 September 2016.

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