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Community Maintenance - Flags bar

Use the Flags bar to:

Opening the Flags Bar

Community Maintenance - Flags bar fields and buttons

Mailing Flags fields

Field

Description

Receives Mail

Whether the community member receives mail.

Receives Magazine

Whether the community member receives magazines.

Receives Solicitation

Whether the community member receives solicitation.

Receives Raffle

Whether the community member receives raffle promotions.

Reason for Change

Reason for adding or removing a flag, if applicable.

Other Flags fields

Field

Description

Include in Directory

Include the community member in your organisation's directory of contact details.

Provide Directory

Receives a copy of your organisation's directory of contact details.

Publish to Associated Organisation

Publish community member's details to associated organisations.

Spouse

Displays whether the community member has a spouse who is also a community member.

Deceased

Whether the community member is deceased.

To set this flag, click Mark as Deceased button (Synweb). See below.

Date

Date the community member became deceased.

Other Flags buttons

Button

Description

Mark as Deceased button (Synweb)

Click to mark the community member as deceased.

Note: The link with the spouse community member record needs to be broken before the Deceased and Deceased Date fields can be updated. See Breaking links to a spouse.

Tip: To break spouse links, click the Break Spouse Links icon in the Community Maintenance toolbar.
Break spouse links icon (highlighted, synweb)

Community User Flags and Addresses User Flags area fields

Community user flags and addresses user flags are defined by the Synergetic administrator at your organisation.

Either:

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 1:11:55 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 - 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 - 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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