Use the Relations tab to:
- list family and guardianship relationships
- view the constituencies of the relations
- view the contact details of the relations
- maintain relationships
- manage communications with relations.
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Past Student Maintenance - Relations tab key fields and buttons
Grid area fields
Field | Description |
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Relation | Relationship from the perspective of the student. |
Constituencies | Constituencies that the relation belongs to.
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Use SMS | Whether the relation elects to receive SMS text messages from your organisation with regard to this person (No, if not), and if so which mobile phone number to use:
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Use Email | Whether the relation elects to receive email messages from your organisation about this person (No, if not), and if so which email address to use:
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Portal Approval | Whether the selected relation is approved to fill out the student's excursion permission forms on the Community Portal. |
Receive SMS | Relation's SMS contact (i.e. person that sends the relation SMSs) as defined in the Use SMS field. |
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Receive Email | Relation's email contact (i.e. person who sends the relation emails) as defined in the Use Email field. |
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Give Portal Approval | Whether the student has been approved to fill out excursion permission information on the Community Portal for the selected relation. |
ID | Synergetic ID of the relation. |
Fields
The fields in the Details area correspond to the selected record in the grid area.
Field | Description |
|---|---|
Name | Relation's name. |
Address | Relation's address. |
Phone BH | Relation's business hours telephone number. |
Phone AH | Relation's after hour's telephone number. |
Phone Mobile | Relation's mobile telephone number. |
Relation's email address. | |
Use SMS | Whether the relation elects to receive SMS text messages from your organisation with regard to this person (No, if not), and if so which mobile phone number to use:
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Use Email | Whether the relation elects to receive email messages from your organisation about this person (No, if not), and if so which email address to use:
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Portal Approval | Whether the selected relation is approved to fill out the student's excursion permission forms on the Community Portal. |
Buttons
Button | Description | ||||||
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| Add a new relation for the student. See Adding new relations | ||||||
| Delete the selected relationship. | ||||||
| Copy the address details of the selected relation to the Windows clipboard. | ||||||
| Compose a letter to the relation. See Composing letters with Microsoft Word in the Introduction manual. | ||||||
| Send an email to the relation. See Sending emails in the Introduction manual. |
