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Community Maintenance - Phone bar

Use the Phone bar to maintain the community member's phone and email details.

Opening the Phone bar

Community Maintenance - Phone bar key fields

Field

Description

Home Phone

Home telephone number.

Silent Phone

Select if the phone number is not to be listed or made available to staff members without appropriate permissions.

Note: Make suitable arrangements for contacting the student's guardian in the event of an emergency.

Home Phone Alt

Second home phone number if applicable.

Mobile

Mobile telephone number.

Silent Mobile

Select if the mobile phone number is not to be listed or made available to staff members without appropriate permissions.

Note: Make suitable arrangements for contacting the student's guardian in the event of an emergency.

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 tab is used.
  • Occupation is selected, the Mobile phone number recorded on the Occupation tab is used.

Home Fax

Home fax number, if applicable.

Home Email

Home email address, if applicable.

Default Email

 

Select the default email address. Values include:

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

 

Note: If you choose Home and Occupation Email, emails sent to the community member are by default sent to both the email address on the Phone tab and on the Occupation tab.

Web Site

Individual's personal or company's web site.

Specify the URL (Universal Resource Locater) for the web site. For example, the following URL is for the personal web site of a staff member at the University of Hawaii: www2.hawaii.edu/~gorman/.

Synergetic does not need the http:// prefix to be specified but it can be included.

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 3:05:02 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 bar

Community Maintenance - Occupation Address bar

Community Maintenance - Other 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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