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To enter information in the community creation windows:

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Note: The Identity and Access Manager (IDAM) Search Results window is only displayed if the IDAM:Enabled configuration setting is set to True. See IDAM:Enabled configuration setting in the System maintenance manual.

Create New Community Member - Name window key fields

Record Type

Field	Description
Record Type		New community members can be Personal, Company or Personal Company.
			Personal An individual person or couple.
		Company The company is the primary contact. For example: Jackson HoldingsAttn: Mr John Roberts
			Personal Company A company where a person is the primary contact. For example: Mrs Anne JohnsonSalbut Enterprises
ID	Community member's Synergetic ID number.
Use Existing ID	If the community member already exists, select the Use Existing ID field and enter the community member's Synergetic ID.
Preferred	Community member's preferred name. This field is automatically completed with the primary contact's given name. You can type another name if required. For example, if the primary contact's given name is Stephen, you could type Steve.
Other Given	Community member's other given names.
Gender	Community member's gender. In most cases, this field is automatically completed when you select the person's title. In some cases, you need to select their gender. For example, Dr (doctor).
Date of Birth	Community member'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'.

Versions Compared

Old Version 4

New Version 5

Key