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Community Maintenance - Current Comms bar

Use the Current Comms bar to enter and maintain the community member's communications.

Note: Only use this bar if the postal address is different to the home or business address, for example if a community member prefers mail to be sent to their post box.

Opening the Current Comms bar

Community Maintenance - Current Comms bar key fields and buttons

Grid area fields

Field

Description

Code

Unique code used to identify the communication. See Maintaining communications in the Synergetic Development manual.

Description

Description of the communication.

Comment

Comment about the communication.

Type

Type of communication. For example, newsletter or event reminder.

Method

Way the communication is to be sent. For example, posted or by email.

Date

Date and time of the communication.

The Date Sent field is displayed as the Date field in the grid area.

Primary

Address the communication to the primary contact only.

Bulk-Added

Flag is selected if the communication has been added in bulk.

Buttons

Button

Description

New (green plus) button (synweb)

Create a new communication.

Edit icon (pencil, Synweb)

Edit this communication.

Delete icon (red circle with minus) (synweb)

Delete this communication.

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 2:32:39 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 - 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 - 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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