Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Version 6710

This section outlines changes to the Community manual arising from changes made to SynWeb 7(versions 10.01).

Note:
The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 67 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

See...

Ability to create spouses added
Support for configurable genders.

You can

create spouses by clicking the Create Spouse link in the SynWeb toolbar.
Image Removed

Ability to flip spouses icon added.

You can click Image Removed in the SynWeb toolbar to flip spouses and make the spouse contact the primary contact in the relationship.

Flipping spouses

Ability to break spouse links.

You can click Image Removed in the SynWeb toolbar to break spouse links.

Breaking links to a spouse

Ability to delete community members added.

You can click Image Removed in the SynWeb toolbar to delete community members.

Deleting community members

Action Centre bar updated.

The Action Centre tab of Community Maintenance has received the following updates:

  • Launch button removed
  • Add Sub Task button removed
  • Start and Launch button added
  • Complete and Launch button added
  • Save Task as Template button removed
  • Fields Changed sub-tab documented
  • About sub-tab documented.

Company bar removed.

You can maintain company details using the Name bar of Community Maintenance.
Image Removed

Updated process for adding new relationships.

You can populate the following windows when adding new relationships:

  • Home Address window
  • Company Address window
  • Phone/Occupation window.
Adding new relationships

define configurable genders used at your organisation using the new luGender lookup table. See luGender lookup table.

Once genders have been defined, they can be selected using the following windows and tabs in Community Maintenance:

  • Set Community Search Criteria window
  • Create New Community Member - Name window
  • Create New Community Member - Spouse Name window
  • Community Maintenance - Name bar.

Searching for community members

Community creation windows

Create New Community Member - Spouse Name window

Community Maintenance - Name bar

Support for non-binary relationships.

You can define non-binary (non male-female) relationships using the new luRelationship lookup table. See luRelationship lookup table in the Synergetic System maintenance manual.

Once these relationships have been defined, they are used to populate relationship information on the following windows and tabs:

  • Create New Community Member - Select Couple Relationship window
  • Community Maintenance - Relations bar
  • Break Spouse Links window.

Create New Community Member - Select Couple Relationship window

Community Maintenance - Relations bar

Relations in the Synergetic Community manual.

Breaking links to a spouse

Support for higher resolution photos.

You can view high-resolution photos using the enlarged image area of the Photo bar of Community Maintenance.

Image Added

Community Maintenance - Photo bar
New Confirm Details bar.

You can use the Confirm Details bar of Community Maintenance to view and maintain community member details confirmed online using the My Details tab of the Community Portal.

Image Added

Community Maintenance - Confirm Details bar