Use the Occupation bar to enter and maintain the community member's:
Community Maintenance - Occupation bar fields
Field |
Description |
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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:
Synergetic uses the community member's default mobile phone when sending SMS text messages from Synergetic to the person. When:
|
Default email address. |
|
Default Email |
Select the default email address. Values include:
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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 |
---|---|
Create a new community member. See Creating community members. |
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Delete the selected community member. See Deleting community members. |
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Display the Community Maintenance Search Criteria window. You can update the search criteria and search for new community members. See Searching for community members. |
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Customise how the bars are displayed. See Customising navigation bars in the Introduction manual. |
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Create a new task relating to the community member. See Managing tasks in the Introduction manual. |
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Click to break spouse links for the selected community member. See Breaking links to a spouse. |
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Click to flip spouses and make the spouse contact the primary contact in the relationship. See Flipping spouses. |
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Click to refresh information for the selected community member. |
Last modified: 4/04/2016 2:47:06 PM
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© 2016 Synergetic Management Systems. Published 19 September 2016. |