New address validation search fields.

You can search for community member addresses online using the new address validation search fields on the following bars and windows:

• Home Address window
• Company Address window
• Home Address bar
• Occupation Address bar
• Postal Address bar.

Matching records are displayed as you type, which makes it easy to find and select the address you need.

Create New Community Member - Home Address window

Create New Community Member - Company Address window

Community Maintenance - Home Address bar

Community Maintenance - Occupation Address bar

Community Maintenance - Postal Address bar

New options for configuring the External Registration Number field.

You can configure the External Registration Number field to suit your organisation by either:

• changing the field name
• setting the field as read-only.

Community Maintenance - Other bar

ExternalRegNumber:Caption configuration setting in the Synergetic System maintenance manual.

ExternalRegNumber:ReadOnly configuration setting in the Synergetic System maintenance manual.

Ability to create spouses added.

You can create spouses by clicking the Create Spouse link in the SynWeb toolbar.

Creating spouses

Ability to flip spouses icon added.

You can click in the SynWeb toolbar to flip spouses and make the spouse contact the primary contact in the relationship.

Flipping spouses

Ability to break spouse links.

You can click in the SynWeb toolbar to break spouse links.

Breaking links to a spouse

Ability to delete community members added.

You can click in the SynWeb toolbar to delete community members.

Deleting community members

Action Centre bar updated.

The Action Centre tab of Community Maintenance has received the following updates:

• Launch button removed
• Add Sub Task button removed
• Start and Launch button added
• Complete and Launch button added
• Save Task as Template button removed
• Fields Changed sub-tab documented
• About sub-tab documented.

Community Maintenance - Action Centre bar

Company bar removed.

You can maintain company details using the Name bar of Community Maintenance.

Community Maintenance - Name bar

Updated process for adding new relationships.

You can populate the following windows when adding new relationships:

• Home Address window
• Company Address window
• Phone/Occupation window.

Adding new relationships

New Exclude Students search field.

You can select the Exclude Students field on the Set Community Search Criteria window to exclude students from search results.

Searching for community members

Ability to add community members by community ID removed.

The Use Existing ID field has been removed and the ID field greyed out in the Create New Community Member - Name window.

Community creation windows

New ability to link community members to IDAM.

You can link new community members to the IDAM database using the Create New Community Member - Identity and Access Manager (IDAM) Search Results window.

Community creation windows

Create New Community Member - Identity and Access Manager (IDAM) Search Results window

New Comment field.

You can use the Comment field on the Current Comms bar of Community Maintenance to add comments about current communications.

Community Maintenance - Current Comms bar

New Document Filters area fields.

Description and Source Reference fields added to Document Filters area of DocMan bar of Community Maintenance.

Community Maintenance - DocMan bar

New IDAM bar.

You can use the IDAM bar of Community Maintenance to maintain community links to the IDAM (Identity and Access Manager) database.

Community Maintenance - IDAM bar

Company bar removed.

The Company bar has been combined with the Name bar.

Community Maintenance - Name bar

New Verified Date and Current WWC Required fields.

New Verified Date and Current WWC Required fields have been added on the Other bar of Community Maintenance.

Community Maintenance - Other bar

Create New Relationship window updated.

The Create New Relationship window has received a graphical update.

Community Maintenance - Relations bar

Adding new relationships

New Save changes prompt.

You are now prompted to save changes after altering the details of a community member.

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Community

Change address button removed.

The button has been removed from the Home Address and Occupation Address bars. Address details can be entered manually.

Community Maintenance - Home Address bar

Community Maintenance - Occupation Address bar

New bars added.

New bars were added to Community Maintenance:

• Action Centre bar
• Current Comms bar
• Education bar
• Flags bar
• Keys bar
• Company bar
• Notes/Bio bar
• Other bar
• Photo bar
• Qualifications bar
• Vehicles bar.

Community

Quickly view a community member's constituencies.

You can mouse over the community selector to quickly view a community member's constituencies in Community Maintenance.

Searching for community members

Fields updated.

On the Home Address bar of Community Maintenance the following fields were changed to read only:

• Address ID
• DPID
• Sort Plan Number
• PAF version.

Community Maintenance - Home Address bar

Fields updated.

On the Occupation Address bar of Community Maintenance the following fields were changed to read only:

• DPID
• Sort Plan Number
• PAF version.

Community Maintenance - Occupation Address bar

Fields updated.

On the Postal Address bar of Community Maintenance the following fields were changed to read only:

• DPID
• Sort Plan Number
• PAF version.

Community Maintenance - Postal Address bar

Ability to create new Community members.

The ability to create new community members has been added to Community Maintenance.

Click in either the:

• Set Community Search Criteria window

  

• Community Maintenance window.

  

Creating community members

Searching for community members