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Community

The Community module allows you to enter and maintain information about the members of your organisation's community, including:

Note: When you change any information a save prompt is displayed at the top of the screen Disk icon (synweb).

Note: Basic user information for the currently selected record is displayed at the top of the Community window.
Community Maintenance (Header information)

Every member of the Synergetic community database is represented:

Note: Relationships represent how one member of the community relates to another. Constituencies define how community members relate to your organisation. For example, the community member can be a student, staff member or debtor.

Most people associated with your organisation are created as community members with a Synergetic ID number. The Synergetic ID number stays with the community member throughout their involvement with your organisation.

Name and address information is always held with the community member. Other Synergetic applications refer to the contact details held in the community record. If you update a community member's record, the changes made in the community database are applied throughout the Synergetic application.

How to:

What you can do:

What you can do…

See…

View Action Centre tasks or notifications linked to the selected community member.

Community Maintenance - Action Centre bar

You can:

  • List all constituencies that the community member is associated with.
  • Add to a user-defined constituency. Modify and delete from user-defined constituencies.

Community Maintenance - Constits bar

Enter and maintain the community member's communications.

Community Maintenance - Current Comms bar

Maintain documents, pictures and spreadsheets.

Community Maintenance - DocMan bar

Maintain summary information about education received and qualifications achieved.

Community Maintenance - Education bar

Use to:

  • specify whether the community member receives particular types of correspondence
  • record the death of a community member.

Community Maintenance - Flags bar

Maintain home address details.

Community Maintenance - Home Address bar

Maintain community links to the IDAM (Identity and Access Manager) database.

Community Maintenance - IDAM bar

Maintain keys allocated to the community member.

Community Maintenance - Keys bar

Maintain personal details.

Community Maintenance - Name bar

Use to enter and maintain the community member's:

  • occupation details
  • business hours' phone and email contacts.

Community Maintenance - Notes/Bio bar

Maintain phone and email details used during business hours.

Community Maintenance - Occupation bar

Specify occupation (work) address details.

Community Maintenance - Occupation Address bar

Use to maintain information about a community member, including:

  • date and country of birth, nationality and language used in birth country
  • religion and parish
  • maiden name
  • suffix such as Junior or Senior
  • overriding default mail addressing and salutation formats
  • barcoding and login details used on campus.

Community Maintenance - Other bar

Maintain home phone and email details.

Community Maintenance - Phone bar

Use to:

  • view the most recent photo of the community member
  • review the details of when the photo was updated
  • indicate whether the community member has given permission to use the photo in your organisation's external communications.

Community Maintenance - Photo bar

Specify postal address details for mailing purposes.

Community Maintenance - Postal Address bar

Use to:

  • List qualifications attained from training providers.
  • Add qualifications. See Adding qualifications.
  • Modify and delete qualifications.

Community Maintenance - Qualifications bar

You can:

  • list close relationships
  • add new relations
  • perform functions for the selected relation, including maintaining relationships and details, and communicating with them.

Community Maintenance - Relations bar

Use to:

  • list vehicles associated with a community member
  • add a new vehicle and update the previous vehicle record as it is no longer current
  • allocate parking spaces for vehicles used by your organisation.

Community Maintenance - Vehicles bar

Last modified: 20/09/2016 11:29:00 AM

In This Section

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 - 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

© 2017 Synergetic Management Systems. Published 29 June 2017.

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