To enter information in the community creation windows:
- Select File > New, as part of Creating new community records.
The Name window is displayed first.
Note: The fields on the Personal and Personal Company Name windows are identical. - Select the Record Type, if required.
Note: If you selected Company, the Contact Name window is displayed with different fields. - Enter the community member's name. The name can be either:
• an individual's
• a company name
• an individual at a company address (personal company).
If the information you enter matches one or more members of the community database, Synergetic displays a window showing possible matches. See Possible Name Match Found window. Select the matching name, if applicable. - Enter other fields, as described in the table below.
- Click .
The following windows are displayed after the Name Details window, depending on the selections made:
- Spouse details, if applicable. See Spouse Name window.
- Home address details. See Home Address window.
- Company address details. See Company Address window.
- Couple relationship. See Select Couple Relationship window.
- Community member's phone and occupation details. See Phone/Occupation window.
- Spouse's phone and occupation details, if applicable. See Phone/Occupation window.
- Matching search results in the IDAM database. See Identity and Access Manager (IDAM) Search Results window.
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. |
|
| Selection | Description |
| Personal | An individual person or couple. |
| Company | The company is the primary contact. For example: |
| Personal Company | A company where a person is the primary contact. For example: |
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. |
|
Other Given | Community member's other given names. |
|
Gender | Community member's gender. |
|
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'. |
|