Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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:

...


Community Maintenance - Relations tab fields and buttons
Grid area fields

Field

Description

Relation

Relationship details.

For example, Jay Smith is Ann Smith's daughter.

Constituencies

Relation's constituencies.

For example, a student's parent might be a member of the Debtor constituency.

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:

  • Default mobile
  • Personal mobile
  • Occupation mobile.

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:

  • Default email
  • Personal email
  • Occupation email.

    Note:
    Selecting No prevents sending emails from grids but not sending emails using Communications Maintenance.

Portal Approval

Whether the selected relation is approved to:

  • fill out the community member's excursion permission forms on the Community Portal
  • access and update the community member's My Details information on the Community Portal.

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:

  • fill out their excursion permission forms on the Community Portal
  • access and update the community member's My Details information on the Community Portal.

ID

Relation's Synergetic ID.


Details area fields

Field

Description

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.

Email

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:

  • Default mobile
  • Personal mobile
  • Occupation mobile.

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:

  • Default email
  • Personal email
  • Occupation email.

    Note:
    Selecting No prevents sending emails from grids but not sending emails using Communications Maintenance.

Portal Approval

Whether the selected relation is approved to:

  • fill out the community member's excursion permission forms on the Community Portal
  • access and update the community member's My Details information on the Community Portal.

Icons

Button

Description

Displays an Information window providing details about the emails sent to relations.

Key points:

  • Emails are sent to relations with the Use Email field populated
  • SMSs are sent to relations with the Use SMS field populated.

Displays an Information window providing details about the Use SMS/Email and Receive SMS/Email fields.

Key points:

  • Relations with the Use Email/SMS fields populated receive emails/SMSs from your organisation about the selected community member
  • Relations with the Receive Email/SMS fields populated have their emails/SMSs sent to the selected community member.

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:

Buttons

Button

Description

Launch the Community Maintenance window for the selected record.

Image RemovedImage Added

Add a new relation. See Adding new relations (Community).

Image RemovedImage Added

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.

Go the Microsoft Windows program you are using and paste the address details into the document you are editing.

...