Adding new relations

Note: When you create a relationship, Synergetic also creates the reverse relationship. For example, if you create a father-son relationship, a son-father relationship is also created at the same time. Reverse relationships are automatically deleted when the relationship is deleted.

To add new relations from the Relations tab:

Open the Relations tab. See Community Maintenance - Relations tab.
Click .
The Create New Relationship - Name window is displayed.
Enter details of the person or company to find.
Note: You can select Non Community Relation to enter a relation who is not in the database. However, you are limited in what you can do with the relation.
Click .
- If the information you enter matches one or more members of the community database, Synergetic displays a window showing possible matches. See Possible Name Match Found window.
  You can either:
  - Select a record from the grid and make them the staff member's contact.
  - Create a new record. This creates a completely new member in the community database.
- If creating a new community member, several data input windows will follow.
  Note: The windows depend on your selection of the type of community member on the first window. See Community creation windows in the Community manual if you need more information about what to enter when you are creating a new community member.
  
  Tip: You can navigate and if required.
Select the relationship in the Select Relationship window.
Click .
The relationship is added to the grid area.

Note: The reverse relationship is also created in Synergetic.

Tip: Depending on your organisation's preferences and the type of relationship, the Use Email or Use SMS flags may be automatically set to Default. For example, relationships of Mother may be configured to be Default. Check the grid area Relations tab to override any inappropriate email or SMS settings for both members of the relationship.

Last modified: 28/03/2017 4:05:49 PM