The Contact Name window is displayed first. Enter the primary contact name for the student. The primary contact person can be an individual, a company or an individual at a company address (personal company). The fields on the Personal and the Personal Company Contact Name windows are identical..gif)
Example of a name details window for a personal or personal company.
The Create New Student window is identical to the Create New Community Member window..gif)
Example of a name details window for a company.
The Create New Student window is identical to the Create New Community Member window.
Enter the primary contact name details for the student. If the information you enter matches one or more members of the community database, Synergetic displays a window showing possible matches.
New contacts can be Personal, Company or Personal Company. Select the appropriate radio button at the top of this window. The data input windows that follow depend on your choice of record type:
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- Spouse details, if applicable. See Spouse Name window in the Community manual.
- Address details. See Address window in the Community manual.
- Couple relationship. See Couple relationship window in the Community manual.
- Contact's phone and occupation details. See Phone/Occupation window in the Community manual.
- Spouse's phone and occupation details, if applicable. See Phone/Occupation window in the Community manual.
- Student details. See Create new student - Student Name window.
- Establish relationships. See Create new student - Student relationship window.
- School details. See Create new student - School window.
Create New Student - Contact Name window key fields (Personal)
Field | Description |
|---|---|
ID | This field is no longer used. |
Title | Contact's title. |
Surname | Contact's surname. |
Given 1 | Contact's given name. |
Preferred | Contact's preferred name. |
Other Given | Contact's other given names. |
Gender | Contact's gender. Note: For gender neutral titles the gender must be selected. For example, Dr. |
Date of Birth | Contact's date of birth. |
Mail Format | Address format for the community member. For example, whether their initials should be used or an ampersand instead of 'and'. |
Contact is Student | Either:
|
Create New Student - Contact Name key fields (Company)
Field | Description |
|---|---|
ID | This field is no longer used. |
Occupation Description | Description of the company's main business. For example 'Garden Maintenance'. |
Company | Company name. |
Attention | Name of recipient within the company if required. |
Contact is Student | Either:
|