The Contact Name details window is displayed first. Enter primary contact name for the student. The primary contact person can be an individual, a company or an individual at a company address (personal company). The fields on the Personal and the Personal Company Contact Name windows are identical.
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Example of a name details window for a personal or personal company. | Example of a name details window for a company. |
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Create New Student - Contact Name window key fields (Personal)
Field | Description |
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Contact ID Use Existing ID | Contact's Synergetic ID number. If the student already exists, select the Use Existing ID field and enter the student's Synergetic ID. |
Title | Contact's title. |
Surname | Contact's surname. |
Any | Select the Any field to search for community members by:
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Given 1 | Contact's given name. |
Preferred | Contact's preferred name. This field is automatically completed with the primary contact's given name. You may type another name if required. For example, if the primary contact's given name is Stephen, you could type Steve. |
Other Given | Contact's other given names. |
Gender | Contact's gender. This field is automatically completed when you select the primary contact's title. 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. |
Date of Birth | Contact'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'. |
Contact is Student | Either:
If the field is selected, the ParentFlag configuration setting determines whether either the:
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Create New Student - Contact Name key fields (Company)
Field | Description |
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ID | Contact's Synergetic ID number. |
Use existing ID | If you know the Synergetic ID of an existing community member, select this field and enter the ID into the ID field. The details of the company are retrieved from the community database. |
Occupation Description | Description of the company's main business. For example 'Garden Maintenance'. |
Company | Company name. |
Attention | Name of recipient within the company if required. |
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