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 .
Note: Basic user information for the currently selected record is displayed at the top of the Community window.
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… |
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View Action Centre tasks or notifications linked to the selected community member. |
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You can:
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Enter and maintain the community member's communications. |
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Maintain documents, pictures and spreadsheets. |
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Maintain summary information about education received and qualifications achieved. |
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Use to:
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Maintain home address details. |
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Maintain community links to the IDAM (Identity and Access Manager) database. |
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Maintain keys allocated to the community member. |
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Maintain personal details. |
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Use to enter and maintain the community member's:
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Maintain phone and email details used during business hours. |
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Specify occupation (work) address details. |
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Use to maintain information about a community member, including:
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Maintain home phone and email details. |
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Use to:
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Specify postal address details for mailing purposes. |
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Use to:
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You can:
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Use to:
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Last modified: 20/09/2016 11:29:00 AM
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© 2017 Synergetic Management Systems. Published 29 June 2017. |