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Past Student Maintenance - Relations tab

Use the Relations tab to:

Opening the Relations tab

Past Student Maintenance - Relations tab key fields and buttons

Grid area fields

Field

Description

Relation

Relationship from the perspective of the student.

Constituencies

Constituencies that the relation belongs to.

Constituencies that are displayed in:

  • UPPERCASE are Synergetic constituencies. For example, the @DEB constituency is displayed as DEB (debtor).
  • lowercase are user-defined constituencies. For example, the counc (school council) user-defined constituency is displayed as counc.

Use SMS

Whether the relation elects to receive SMS text messages from your organisation with regard to this person (No, if not), and if so which mobile phone number to use:

  • Default mobile
  • Personal mobile
  • Occupation mobile.

Use Email

Whether the relation elects to receive email messages from your organisation about this person (No, if not), and if so which email address to use:

  • Default email
  • Personal email
  • Occupation email.

 

Note: Selecting No prevents sending emails from grids but not sending emails using Communications Maintenance.

Portal Approval

Whether the selected relation is approved to fill out the student's excursion permission forms on the Community Portal.

Receive SMS

Relation's SMS contact (i.e. person that sends the relation SMSs) as defined in the Use SMS field.

Community Maintenance - relations tab (Use SMS, cut down)

Receive Email

Relation's email contact (i.e. person who sends the relation emails) as defined in the Use Email field.

Community Maintenance - Relations tab (Use email, cut down)

Give Portal Approval

Whether the student has been approved to fill out excursion permission information on the Community Portal for the selected relation.

ID

Synergetic ID of the relation.

Fields

The fields in the Details area correspond to the selected record in the grid area.

Field

Description

Name

Relation's name.

Address

Relation's address.

Phone BH

Relation's business hours telephone number.

Phone AH

Relation's after hour's telephone number.

Phone Mobile

Relation's mobile telephone number.

Email

Relation's email address.

Use SMS

Whether the relation elects to receive SMS text messages from your organisation with regard to this person (No, if not), and if so which mobile phone number to use:

  • Default mobile
  • Personal mobile
  • Occupation mobile.

Use Email

Whether the relation elects to receive email messages from your organisation about this person (No, if not), and if so which email address to use:

  • Default email
  • Personal email
  • Occupation email.

 

Note: Selecting No prevents sending emails from grids but not sending emails using Communications Maintenance.

Portal Approval

Whether the selected relation is approved to fill out the student's excursion permission forms on the Community Portal.

Buttons

Button

Description

Add button

Add a new relation for the student. See Adding new relations.

Delete button

Delete the selected relationship.

Copy name and address to clipboard button

Copy the address details of the selected relation to the Windows clipboard.

Go to the Microsoft Windows application you are using and paste the address details into the document you are editing.

Word icon

Compose a letter to the relation. See Composing letters with Microsoft Word in the Introduction manual.

Email icon

Send an email to the relation. See Sending emails in the Introduction manual.

Last modified: 8/04/2015 10:55:12 AM

See Also

Maintaining past students

Searching for past students

Creating past students

Past Student Maintenance - Personal tab

Past Student Maintenance - Schooling tab

Past Student Maintenance - Entry tab

Past Student Maintenance - Ability tab

Past Student Maintenance - Association tab

Past Student Maintenance - Deposit tab

Past Student Maintenance - Comment tab

Past Student Maintenance - Student tab

Past Student Maintenance - Semester tab

Past Student Maintenance - Contacts tab

Past Student Maintenance - Transport tab

Past Student Maintenance - Courses tab

Past Student Maintenance - Classes tab

Past Student Maintenance - Results tab

Past Student Maintenance - Comments tab

Past Student Maintenance - Lessons tab

Past Student Maintenance - Scholarships tab

Past Student Maintenance - Awards tab

Past Student Maintenance - Material tab

Past Student Maintenance - Medical tab

Past Student Maintenance - Medical Conditions tab

Past Student Maintenance - Codes tab

Past Student Maintenance - Work Exp tab

Past Student Maintenance - Activity tab

Past Student Maintenance - Photo tab

Past Student Maintenance - Legal tab

Past Student Maintenance - User Forms tab

Past Student Maintenance - DocMan tab

Past Student Maintenance - International tab

Past Student Maintenance - Maint tab

Past Student Maintenance - Attendance tab

Past Student Maintenance - Absent tab

Past Student Maintenance - Comms tab

Past Student Maintenance - Current Comms tab - Communications sub-tab

Past Student Maintenance - Current Events tab

Past Student Maintenance - Events tab

Past Student Maintenance - NZMOE tab

Past Student Maintenance - Correspondence tab

Past Student Maintenance - Individual Plans tab

Past Student Maintenance - Interviews tab

© 2016 Synergetic Management Systems. Published 16 September 2016.

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