Version 67
This section outlines changes to the Community manual arising from changes made to SynWeb 7.01.
Change
More information
See...
Ability to create spouses added.
You can create spouses by clicking the Create Spouse link in the SynWeb toolbar.
Creating spouses
Ability to flip spouses icon added.
You can click in the SynWeb toolbar to flip spouses and make the spouse contact the primary contact in the relationship.
Flipping spouses
Ability to break spouse links.
You can click in the SynWeb toolbar to break spouse links.
Breaking links to a spouse
Ability to delete community members added.
You can click in the SynWeb toolbar to delete community members.
Deleting community members
Action Centre bar updated.
The Action Centre tab of Community Maintenance has received the following updates:
Community Maintenance - Action Centre bar
Company bar removed.
You can maintain company details using the Name bar of Community Maintenance.
Community Maintenance - Name bar
Updated process for adding new relationships.
You can populate the following windows when adding new relationships:
Adding new relationships
Last modified: 29/03/2016 11:44:16 AM
Version 66R2
This section outlines changes to the Community manual arising from changes made to SynWeb 6r2.
New Exclude Students search field.
You can select the Exclude Students field on the Set Community Search Criteria window to exclude students from search results.
Searching for community members
Ability to add community members by community ID removed.
The Use Existing ID field has been removed and the ID field greyed out in the Create New Community Member - Name window.
Community creation windows
New ability to link community members to IDAM.
You can link new community members to the IDAM database using the Create New Community Member - Identity and Access Manager (IDAM) Search Results window.
Create New Community Member - Identity and Access Manager (IDAM) Search Results window
New Comment field.
You can use the Comment field on the Current Comms bar of Community Maintenance to add comments about current communications.
Community Maintenance - Current Comms bar
New Document Filters area fields.
Description and Source Reference fields added to Document Filters area of DocMan bar of Community Maintenance.
Community Maintenance - DocMan bar
New IDAM bar.
You can use the IDAM bar of Community Maintenance to maintain community links to the IDAM (Identity and Access Manager) database.
Community Maintenance - IDAM bar
The Company bar has been combined with the Name bar.
New Verified Date and Current WWC Required fields.
New Verified Date and Current WWC Required fields have been added on the Other bar of Community Maintenance.
Community Maintenance - Other bar
Create New Relationship window updated.
The Create New Relationship window has received a graphical update.
Community Maintenance - Relations bar
Version 6
This section outlines changes to the Community manual arising from changes made to SynWeb 6.01.
New Save changes prompt.
You are now prompted to save changes after altering the details of a community member.
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Community
Change address button removed.
The button has been removed from the Home Address and Occupation Address bars. Address details can be entered manually.
Community Maintenance - Home Address bar
Community Maintenance - Occupation Address bar
New bars added.
New bars were added to Community Maintenance:
Quickly view a community member's constituencies.
You can mouse over the community selector to quickly view a community member's constituencies in Community Maintenance.
Fields updated.
On the Home Address bar of Community Maintenance the following fields were changed to read only:
On the Occupation Address bar of Community Maintenance the following fields were changed to read only:
On the Postal Address bar of Community Maintenance the following fields were changed to read only:
Community Maintenance - Postal Address bar
Ability to create new Community members.
The ability to create new community members has been added to Community Maintenance.
Click in either the:
Creating community members
See Also
Community Maintenance - Constits bar
Community Maintenance - Education bar
Community Maintenance - Flags bar
Community Maintenance - Keys bar
Community Maintenance - Notes/Bio bar
Community Maintenance - Occupation bar
Community Maintenance - Phone bar
Community Maintenance - Photo bar
Community Maintenance - Qualifications bar
Community Maintenance - Vehicles bar
© 2016 Synergetic Management Systems. Published 19 September 2016.