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Linking contacts that a student could stay with

To link to a contact that a student could stay with:

  1. First, make sure that a homestay contact is added to the Contacts tab of Future Students Maintenance. See Future Student Maintenance - Contacts tab.

    Future Student Maintenance - Contacts tab (cut down)

  2. Open the Contacts sub-tab of the Accommodation tab of Future Student Maintenance. See Future Student Maintenance - Accommodation tab - Contacts sub-tab.

    The Contacts sub-tab of the Accommodation tab of Future Student Maintenance is displayed.

    Future Student Maintenance - Accommodation tab - Contacts sub-tab

  3. Click Create... button.

    The Create New Accommodation window is displayed.

    Create New Accommodation window

  4. Select the contact who the student could stay with.
  5. Select Accommodation from the Object Type drop-down list, if required.

    Create New Accommodation window

    Note: See the field and button descriptions below.

  6. Select the Category field, if required.
  7. Click Next > button.

    The Object Search window is displayed.

    Object Search window

  8. Navigate to the required parent object and select it.

    Object Search window

    Note: In the example, you link to the Student Contacts object not its child object.
    Object Search window (object tree only)

  9. Click OK button.

    A new entry is added to the Contacts sub-tab.

    Future Student Maintenance - Accommodation tab - Contacts sub-tab

  10. Click Book button to book accommodation with the contact, if required. See Booking accommodation with a student's contact.

Create New Accommodation window key fields and buttons

Create New Accommodation window

Grid area fields

Field

Description

Name

Name of the student's contact.

Address

Home address of the contact.

ID

Synergetic ID of the contact.

Fields

Field

Description

Description

Description of the contact's accommodation object. This is the name of the contact that the student either:

  • could stay with
  • is booked to stay with.

Defaults to the following format: Surname, First Name.

Note: We recommend you develop your own naming standards, if you do not use the default format.

Object Type

Accommodation object type or equivalent.

Category

Category to group the contact's accommodation object into.

Buttons

Button

Description

Next > button

Display the Object Search window to select the parent object from the object hierarchy.

Object Search window

The following dialog window is displayed if you try to link to a contact, who has already been linked to another student.

Information - Accommodation has already been created

Tip: Consider using the Accommodation sub-tab if you need to add several students to a home stay provider's accommodation object.

Last modified: 13/07/2016 11:01:12 AM

See Also

Future Student Maintenance - Accommodation tab - Contacts sub-tab

Booking accommodation with a student's contact

Deleting a linked accommodation record

© 2016 Synergetic Management Systems. Published 16 September 2016.

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