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Development

This section outlines changes to the Development manual arising from changes made to Synergetic (versions 61.35-62.45).

Change

More information

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New fields in Giving tab of Set Development Search Criteria.

You can search for community members who made a donation during a specified period.

Set Development Search Criteria (donation date from to highlighted, cut down)

Searching for donors and prospects

Synergetic ID displayed in information bar.

The community member's Synergetic ID is displayed in the information bar beside their name and address in Development Maintenance.

Development Maintenance - Personal tab (cut down, id highlighted)

Development Maintenance - Personal tab

Centre splitter tip included in relevant topics.

A tip about using the centre splitter Centre splitter (dragging) has been included on tabs displaying information about the donor or prospect and their spouse.

Using the centre splitter

Active staff displayed in Staff drop-down list of Organisers/Staff tab of Events
Maintenance.

Only active staff members are displayed in the Staff drop-down list on the Organisers/Staff tab of Events Maintenance. Existing events display staff members that were active at the time of the event.

Events Maintenance - Organisers Staff tab (staff highlighted, cut down)

Events Maintenance - Organisers/Staff tab

New fields in Current Attendees tab of Events 
Maintenance.

The Attendees grid in the Current Attendees tab of Event Maintenance displays the number of guests registered for each attendee. It can also be filtered to only display guests with no Status.

Events Maintenance - Current Attendees tab - Attendees grid (status, guests highlighted, cut down)

Events Maintenance - Current Attendees tab

New Custom Search Form for Communications Maintenance.

You can create a Custom Search Form for the Set Communications Search Criteria window.

Set Communications Search Criteria (Custom Search highlighted)

Using custom search forms in the Introduction manual

Designing user search forms in the System maintenance manual

New fields in Communications Bulk Add/Delete window.

You can add community members who joined a particular campus during a specified period in the Communications Bulk Add/Delete window.

Communications Bulk Add Delete (related campus, joined from to highlighed)

Adding or deleting community members to communications in bulk

New criteria fields for Current Staff constituency in Communications Bulk Add/Delete window.

When the Current Staff constituency is selected in the Communications Bulk Add/Delete window, you can specify:

  • category
  • department
  • campus
  • police record check
  • working with children check
  • whether or not the staff member is a teacher.

Communications Bulk Add Delete (Current Staff highlighted, cut down)

Additional selections for the Communications Bulk Add/Delete window

See Also

What's new in Synergetic version 62

Introduction

Community

Human resources

Objects

Extracting data

System maintenance

Future students

Current students

Past students

Medical details

Curriculum

Attendance and absence events

Assessments and reports

Debtors

Sales

Creditors

Purchase orders

General ledger

Assets

Payroll

Roll returns

© 2017 Synergetic Management Systems. Published 20 July 2017.

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