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.
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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. |
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Ability to leave monetary fields blank. |
You can leave the Capacity and Indication fields blank on the Prospect Details sub-tab of Development Maintenance. |
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. |
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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. |
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New Name search field. |
You can use the Name search field to filter records on the following tabs:
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Events Maintenance - Current Attendees tab - Attendee Details sub-tab Events Maintenance - Current Attendees tab - Attendee Guests sub-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:
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Events Maintenance - Event tab luEventType lookup table in the System maintenance manual. |
Last modified: 18/02/2015 2:15:45 PM
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© 2017 Synergetic Management Systems. Published 20 July 2017.