Community Maintenance - Flags tab

Use the Flags tab to:

  • specify whether the community member receives particular types of correspondence
  • record the death of a community member.

 

 Opening the Flags tab

To open the Flags tab:

  1. Select Module > Community Maintenance from the main menu.
    The Set Community Search Criteria window is displayed.

    Tip:
    You can also access the Set Community Search Criteria window by clicking
    .

  2. Search for the community member. See Searching for community members.
    The Constits tab of the Community Maintenance window is displayed.
  3. Click the Flags tab.
    The Flags tab of the Community Maintenance window is displayed.


Community Maintenance - Flags tab key fields and buttons
Mailing Flags area fields

Field

Description

Receives Mail

Receives general correspondence from your organisation.

Receives Magazine

Receives your organisation's magazine.

Receives Solicitation

Receives fund raising requests from your organisation.

Receives Raffle

Receives raffle tickets to sell on behalf of your organisation.

Reason for Change

Reason for adding or removing a flag, if applicable.

Other Flags area fields

Field

Description

Include in Directory

Include the community member in your organisation's directory of contact details.

Provide Directory

Receives a copy of your organisation's directory of contact details.

Publish to Associated Organisations

Publish community member's details to associated organisations.

Spouse

Displays whether the community member has a spouse who is also a community member.

Deceased

Displays if community member is deceased.

To set this flag, click . See below.

Date

Date the community member died.

Email Targeted Action Messages

Select to send an email notification of all Action Centre messages targeted to the community member.

Community User Flags and Addresses User Flags area fields
Community user flags and addresses user flags are defined by the Synergetic administrator at your organisation.
Either:

  • select the flag if it applies to the community member
  • clear the flag if it no longer applies to the community member.

Other Flags area buttons

Button

Description

Click to launch the Mark as Deceased window.


Note: The link with the spouse community member record needs to be broken before the Deceased and Deceased Date fields can be updated. See Breaking links to a spouse.

Tip: To break spouse links, click on the Community Maintenance toolbar.

Click to launch the Enter Pre 1900 Date window and enter a date prior to 1900.