Relationships are used to maintain the way in which individuals relate to each other. Within Synergetic, relationships are represented from the perspective of each individual. For example, a father-son relationship is represented as:
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Community Maintenance - Relations tab fields and buttons
Grid area fields
Field | Description |
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Relation | Relationship details. |
Constituencies | Relation's constituencies. |
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:
|
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 selected relation has given approval for the community member to:
|
ID | Relation's Synergetic ID. |
Details area fields
Field | Description |
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Name | Relation's name. |
Address | Relation's address. |
Phone BH | Relation's business hours telephone number. |
AH | Relation's after hour's telephone number. |
Mob | 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:
|
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:
|
Icons
Button | Description |
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Displays an Information window providing details about the emails sent to relations. Key points:
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Displays an Information window providing details about the Use SMS/Email and Receive SMS/Email fields. Key points:
Tip: Managing communications between relations in Community Maintenance provides the most flexibility because all community member records are available for configuration. For example, you could select the community record of a parent and allow one of their children to receive their communications. | |
Displays an Information window providing details about the Portal Approval field. Key points:
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Buttons
Button | Description |
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Launch the Community Maintenance window for the selected record. | |
Add a new relation. See Adding new relations (Community). | |
Delete the selected relationship. | |
Send an email. See Sending emails in the Introduction manual. | |
Compose a letter. See Composing letters with Microsoft Word in the Introduction manual. | |
Copy the address details of the selected record to the Windows clipboard. |
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