The Relations tab displays any relatives of the staff member in your organisation's community. Use the Relations tab to:
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Staff Maintenance - Relations tab key fields and buttons
Fields
Field | Description |
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Name | Relation's full name. |
Address | Relation's address. |
Phone BH | Relation's contact telephone numbers:
|
Use SMS | Select which mobile phone number an SMS (Short Message Service) text message should be sent to, or whether an SMS should not be sent. For example, send an SMS to the person's default number or their personal number. |
Use Email | Select which email address an email should be sent to, or whether an email should not be sent. |
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. |
Portal Approval | Whether the selected relation is approved to:
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Give Portal Approval | Whether the selected relation has given approval for the community member to:
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ID | Staff member's community ID. |
Buttons
Button | Description |
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Add a new relation for the staff member. See Adding new staff relations. | |
Delete the selected relationship. | |
Send an email to the relation. See Sending emails in the Introduction manual. | |
Compose a letter to the relation. See Composing letters with Microsoft Word in the Introduction manual. | |
Copy the address details of the selected relation to the Windows clipboard. Go to the Microsoft Windows program you are using and paste the address details into the document you are editing. |
Grid area
Field | Description |
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Relation | Relation, from the perspective of the staff member. For example Master Garry Aderman is Karena's Son. |
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:
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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:
|
Portal Approval | Whether the selected relation is approved to:
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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 selected relation has given approval for the community member to:
|
ID | Synergetic ID of the relation. |
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