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Development

This section outlines changes to the Development manual arising from changes made to Synergetic (versions 66.01-66R2).

Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 66 and pre-66 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.

Change

More information

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New Portal Approval and Give Portal Approval fields.

You can view which community members have or have given portal approval on the Relationships tab of Development Maintenance.

Portal Approval fields (Development, cut-down)

Development Maintenance - Relationships tab

Ability to leave monetary fields blank.

You can leave the Capacity and Indication fields blank on the Prospect Details sub-tab of Development Maintenance.

Prospect details (Development Maintenance, monetary fields, cut-down)

Development Maintenance - Prospect Tracking tab - Prospect Details sub-tab

New Membership tab.

You can use the Membership tab of Events Maintenance to link events to calendar memberships.

Events Maintenance - Membership tab

Linking events to calendar memberships

New Available in Public field.

You can use the Available in Public field on the Web tab of Event Maintenance to determine whether event details are publicly available.

Available in Public field (Event Maintenance, cut-down)

Events Maintenance - Web tab

Ability to bulk set attendee statuses.

You can use the Select All and Set Status... options to bulk set event statuses on the Current Attendees tab of Event Maintenance.

Bulk set status fields (Current Attendees tab, Events Maintenance, cut down)

Events Maintenance - Current Attendees tab

Setting attendee statuses in bulk

New Name search field.

You can use the Name search field to filter records on the following tabs:

  • Current Attendees tab of Event Maintenance
  • Current Recipients tab of Communications Maintenance
  • Past Recipients tab of Communications Maintenance.

Name search field (Current Attendees tab, Events Maintenance)

Events Maintenance - Current Attendees tab - Attendee Details sub-tab

Events Maintenance - Current Attendees tab - Attendee Guests sub-tab

Communications Maintenance - Current Recipients tab

Communications Maintenance - Past Recipients tab

New Sub-school and Assessment Code fields added to Events Bulk Add/Delete.

You can filter based on Sub-school and Assessment Code for selected constituencies on the Events Bulk Add/Delete window.

Events Maintenance - Current Attendees tab - Attendee Details sub-tab

Communications Maintenance - Current Recipients tab

Adding or deleting community members to communications in bulk.

New security meanings for event types.

You can assign event types a SecurityMeaning of either:

  • ALL to allow all community members to view the event.
  • GROUP to only allow selected users with group security permissions to view the event.

Events Maintenance - Event tab

luEventType lookup table in the System maintenance manual.

Last modified: 18/02/2015 2:15:45 PM

See Also

What's new in Synergetic version 66R2

Introduction

Community

Human Resources

System maintenance

Future students

Current students

Past students

Medical details

Curriculum

Absence events

Assessment and reports

Finance

Debtors

General ledger

Payroll

Roll returns

© 2017 Synergetic Management Systems. Published 20 July 2017.

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