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Community Maintenance - Flags tab

Use the Flags tab to:

Opening the Flags tab

Community Maintenance - Flags tab key fields and buttons

Mailing Flags area fields

Field

Description

Receives Mail

Receives general correspondence from your organisation.

Receives Magazine

Receives your organisation's magazine.

Receives Solicitation

Receives fund raising requests from your organisation.

Receives Raffle

Receives raffle tickets to sell on behalf of your organisation.

Reason for Change

Reason for adding or removing a flag, if applicable.

Other Flags area 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 Organisations

Publish community member's details to associated organisations.

Spouse

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

Deceased

Displays if community member is deceased.

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

Date

Date the community member died.

Email Targeted Action Messages

Select to send an email notification of all Action Centre messages targeted to the community member.

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:

Other Flags area buttons

Button

Description

Mark as Deceased button

Click to launch the Mark as Deceased window.

Mark as Deceased window (Community Maintenance - Flags tab)

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 Break Spouse Links button on the Community Maintenance toolbar.

Pre 1900 Date... button (Community Maintenance - Flags tab)

Click to launch the Enter Pre 1900 Date window and enter a date prior to 1900.

Enter Pre 1900 date... window (Community Maintenance - Flags tab)

Last modified: 27/07/2016 11:48:36 AM

See Also

Maintaining community members

Searching for community members

Creating new community records

Creating a spouse

Deleting community members

Community Maintenance - Occupation tab

Community Maintenance - Occupation Address tab

Community Maintenance - Constits tab

Community Maintenance - Postal Address tab

Community Maintenance - Phone tab

Community Maintenance - Name tab

Community Maintenance - Education tab

Community Maintenance - Qualifications tab

Community Maintenance - Skills tab

Community Maintenance - Other tab

Community Maintenance - Attributes tab

Community Maintenance - Relations tab

Community Maintenance - Notify Methods tab

Community Maintenance - Current Comms tab

Community Maintenance - Comms tab

Community Maintenance - Current Events tab

Community Maintenance - Events tab

Community Maintenance - Notes/Bio tab

Community Maintenance - Photo tab

Community Maintenance - Household tab

Community Maintenance - Vehicles tab

Community Maintenance - Objects tab

Community Maintenance - Keys tab

Community Maintenance - Sales tab

Community Maintenance - DocMan tab

Community Maintenance - User Forms tab

Community Maintenance - Maint tab

Community Maintenance - International tab

Community Maintenance - Company tab

Community Maintenance - Home Address tab

Community Maintenance - Company Address tab

Community Maintenance - Correspondence tab

Community Maintenance - IDAM tab

Community Maintenance - Action Centre tab

Community Maintenance - Checks tab

Community Maintenance - Involvement tab

© 2016 Synergetic Management Systems. Published 16 September 2016.

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