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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

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).

Note: You can define the list of genders used at your organisation using the luGender lookup table. See luGender lookup table.

Note: The following window is displayed when there is a gender mismatch between the Title field and Gender field.
Image Added

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'.

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