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Community Maintenance - Objects tab

Use the Objects tab to:

The Objects tab is comprised of two sub-tabs:

Opening the Objects tab

Community Maintenance - Objects tab - Loans sub-tab key fields and buttons

Fields

Field

Description

Include Past Loans

Select to display past loans, in addition to the current loans, for the community member. A current loan becomes a past loan once the object is returned by the community member.

Clear to display only the current loans for the community member.

Grid area fields

Field

Description

Date

Date that the loan started.

Description

Description of the object on loan.

Return Due

Date that the object is due to be returned.

Returned

Date the object was returned, if applicable.

 

Returned To

Person who processed the return, if applicable.

Loan Seq

Number generated when the object is loaned.

Obj No

Unique identifier of the object.

Barcode

Barcode of the object.

Issued By

Person who issued the object to the community member.

Booking Seq

Number generated for bookings.

For example, can be used for searching for existing bookings.

Issued ID

Synergetic ID of the person who issued the object.

Return ID

Synergetic ID of the person who processed the return, if applicable.

Buttons

Button

Description

Launch button

Launch into Object Maintenance for the selected object that is on loan.

See Maintaining objects in the Objects manual.

New... button

Add a new ad hoc loan using the Ad Hoc Loan window.

See Ad Hoc Loan window in the Objects manual.

Edit... button (edit button), (edit button(ellipsis))

Edit the booking for the selected loan.

See Object Booking - Object Bookings tab in the Objects manual.

Return button

To return an object from the community member:

  1. Click Return button.

    The Verify Loan Return Details window is displayed.

    Object loan return window (for Return button description)

  2. Click OK button.

    Note: For the usual method of returning objects, see Returning loans in the Objects manual.

User Forms area fields and buttons

Grid area fields

Field

Description

Description

Description of the user form.

Code

User form code.

#

Number of records displayed.

Buttons

Button

Description

… button

Launch the highlighted user-defined form.

Last modified:20/12/2016 3:15:52 PM

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 - Flags 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 - 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

© 2017 Synergetic Management Systems. Published 20 July 2017.

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