Use the Relations tab to:
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Future Student Maintenance - Relations tab key fields and buttons
Grid area fields
Field | Description |
---|---|
Relation | Relationship from the perspective of the student. |
Constituencies | Constituencies that the relation belongs to.
|
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:
|
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:
Note: Selecting No prevents sending emails from grids but not sending emails using Communications Maintenance. |
Portal Approval | Whether the selected relation is approved to:
|
Receive SMS | Relation's SMS contact (i.e. person that sends the relation SMSs) as defined in the Use SMS field. |
Receive Email | Relation's email contact (i.e. person who sends the relation emails) as defined in the Use Email field. |
Give Portal Approval | Whether the student has been approved to selected relation has given approval for the community member to:
|
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 Alt AH | Relation's alternative phone number for after hours. |
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 and if so which mobile phone number to use:
|
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:
Note: Selecting No prevents sending emails from grids but not sending emails using Communications Maintenance. |
Buttons
Button | Description |
---|---|
Add a new relation for the student. See Adding new relations (Future students). | |
Delete the selected relationship. See Deleting relationships. | |
Copy the address details of the selected relation to the Windows clipboard. Go to the Microsoft Windows application you are using and paste the address details into the document you are editing. | |
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. |
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