Adding agent relationships to students

A relationship must exist before an agent can invoice for introducing the student to your organisation and enrolling them in one or more of your courses. There are two methods of adding a student-agent relationship:

• Agent tab of Course Details Maintenance. This method has been added to speed up the process.
• Relations tab of Past Student Maintenance. This is the traditional method of adding a relationship.

Agent tab of Course Details Maintenance

To add a relationship from a past student to an agent, using the Agent tab:

1. Open the Agent tab of the Course Details Maintenance window. See Course Details Maintenance - Agent tab.

   The Agent tab of the Course Details Maintenance window is displayed.

   

2. Click .

   The Create Agent Relationship window is displayed.

   

   Note: The creditors shown have a Category of Agent set on the Account tab of Creditor Maintenance. See Creditor Maintenance - Account tab in the Creditors manual.

3. Select the agent from the drop-down list.
4. Click .

   The relationship from the student to the agent is added.

5. You can check the relationship on the Relations tab of Past Student Maintenance. See Past Student Maintenance - Relations tab.

Relations tab of Past Student Maintenance

To add a relationship from a past student to an agent, using the Relations tab:

1. Open the Relations tab of the Past Student Maintenance window. See Past Student Maintenance - Relations tab.

   The Relations tab of the Past Student Maintenance window is displayed.

   

2. Click .

   The Create New Relationship - Name window is displayed.

   

3. Enter information about the agent.

   Tip: If you know the agent's Synergetic ID, select Use existing ID and type their identifier into the ID field.
   

4. Click .

   The Possible Name Match Found window is displayed.

   

   Note: If the agent does not exist, create a community member and a creditor; the latter with a Category of Agent on the Account tab of Creditor Maintenance. See Creditor Maintenance - Account tab in the Creditors manual.
   

5. Select the agent, if not already done.
6. Click .

   The Create New Relationship - Select Relationship window is displayed.

   

7. Select Agent from the drop-down list.

   

8. Click .

   The agent relationship is added to the Relations tab.

   

Last modified: 21/12/2016 3:31:14 PM

© 2017 Synergetic Management Systems. Published 20 July 2017.