ID

Relation's Synergetic ID.

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 and if so which mobile phone number to use:

• Default mobile
• Personal mobile
• Occupation mobile.

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:

• Default email
• Personal email
• Occupation email.

Note: Selecting No prevents sending emails from grids but not sending emails using Communications Maintenance in Synergetic.

Add a new relation to the community member. See Adding new relationships.

Edit this relationship.

Remove this relationship from the community member.

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.