Versions Compared

Key

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

...

  1. Open the Contacts bar of Current Student Maintenance. See Current Student Maintenance - Contacts bar (on page ).
  2. Click Image Modified .
    The Create New Student Contact - Name window is displayed.

...

  1. Image Modified

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:

...


Note: You can use RAT to match addresses with the Australia Post or New Zealand Post barcode databases. See Maintaining postal addresses in the Synergetic System maintenance manual.

  • Contact's phone and occupation details. See Phone/Occupation window in the Community manual.
  • Contact details (see below).
  • Select relationship (see below).

If there is already a community member matching the name/ID you entered, you are prompted on the next screen whether to use that person or create a new one.
 

Completing the Contact Details window
To complete the Contact Details window:

  1. Select the contact type.
    Note: You cannot select a contact type that already exists for the student.
  2. If required, select the appropriate checkboxes. For example, if the contact is a parent, select Is a parent of the student.

...


  1. Image Modified


Completing the Select Relationship window

To complete the Select Relationship window:

  1. Select the relationship between the two people.

...

  1. Image Modified
    Note: This window is only displayed the first time a particular person is added as the student's contact. For example, if a parent already exists as the SC2 contact and you want to add them as the SE1 contact, the Select Relationship window does not appear as their relationship has already been defined.

    Note: See the key fields on the Contacts tab of Current Student Maintenance. See Current Student Maintenance - Contacts bar (on page ).

...

  1. Click AnchorO_29869O_29869 
  2. Click Image Modified.
    The contact details for the student are added.