Maintaining community members

You can:

• List all constituencies that the community member is associated with.

• Add to a user-defined constituency. Modify and delete from user-defined constituencies.

Community Maintenance - Constits tab

Maintain personal details.

Community Maintenance - Name tab

Maintain home address details.

Community Maintenance - Home Address tab

Specify postal address details for mailing purposes.

Community Maintenance - Postal Address tab

Maintain home phone and email details.

Community Maintenance - Phone tab

Maintain phone and email details used during business hours.

Community Maintenance - Occupation tab

Specify occupation (work) address details.

Community Maintenance - Occupation Address tab

Maintain summary information about education received and qualifications achieved.

Community Maintenance - Education tab

You can:

• list qualifications attained from training providers

• maintain qualifications.

Community Maintenance - Qualifications tab

Keep a record of any skills of community members that can be of use to your organisation.

Community Maintenance - Skills tab

Maintain information about:

• date, country of birth and nationality

• languages used at home

• religion and parish

• maiden name or suffix

• overriding default mail addressing and salutation formats

• barcoding and login details used on campus.

Community Maintenance - Other tab

View and update attributes for the community member.

Community Maintenance - Attributes tab

You can:

• list close relationships

• add new relations

• perform functions for the selected relation, including maintaining relationships and details, and communicating with them.

Community Maintenance - Relations tab

You can:

• specify whether the community member receives particular types of correspondence

• record the death of a community member.

Community Maintenance - Flags tab

Maintain the methods you use to communicate with the community member.

Community Maintenance - Notify Methods tab

You can:

• review the events that community members are currently attending

• add community members to an existing event and maintain their details.

Community Maintenance - Current Events tab

Review and update details about past events that the community member has attended.

Community Maintenance - Events tab

Maintain:

• communications with community members that have yet to be sent

• notification methods for the donor or prospect.
  Also see Maintaining communications in the Development manual.

Community Maintenance - Current Comms tab

Maintain communications that have been sent to community members. Also see Maintaining communications in the Development manual.

Community Maintenance - Comms tab

Record general and biographical comments.

Community Maintenance - Notes/Bio tab

You can:

• view the most recent photo

• flag what permissions have been received to utilise the photo in your organisation's external communications.

Community Maintenance - Photo tab

You can:

• view the community members living at the same household address identifier

• create a new address record

• move selected community members to another address.

Community Maintenance - Household tab

You can:

• list vehicles and add a new vehicle

• allocate parking spaces for vehicles used by your organisation.

Community Maintenance - Vehicles tab

You can:

• maintain existing loans

• create new loans

• maintain bookings for planned lending of objects

• create new bookings.

Community Maintenance - Objects tab

You can:

• view sales made to a community member

• reprint the sales docket for a previous sale.

Community Maintenance - Sales tab

Maintain keys allocated to community members.

Community Maintenance - Keys tab

View the audit trail of community information, including name and address details.

Community Maintenance - Maint tab

Define your own tabs or programs within Synergetic.

Community Maintenance - User Forms tab

Maintain documents, pictures and spreadsheets.

Community Maintenance - DocMan tab

Maintain visa and passport information.

Community Maintenance - International tab

You can:

• view communications sent to the community member by email and SMS

• view attachments of emails sent to the community member

• view documents uploaded to the community member's DocMan tab

• import emails from Microsoft Outlook by dragging and dropping.

Community Maintenance - Correspondence tab

Maintain company contact details for a company record type.

Community Maintenance - Company tab

Maintain company addresses for a company record type.

Community Maintenance - Company Address tab

Maintain community links to the IDAM (Identity and Access Manager) database.

Community Maintenance - IDAM tab

View action centre tasks or notifications linked to the selected community member.

Community Maintenance - Action Centre tab

Maintain community member details confirmed online using the My Details tab of the Community Portal.

Community Maintenance - Confirm Details tab

Maintain child safety checks linked to the selected community member.

Community Maintenance - Checks tab

Maintain details of community member involvement with students at your organisation.

Community Maintenance - Involvement tab