Searching for community members

Use the Set Community Search Criteria window to search for existing community members. See Searching in the Introduction manual for details on how to use the search tools.

You can access Community Maintenance:

From every main menu (except General Ledger, Objects and Sales). For example, by selecting Module > Students > Community Maintenance.
By clicking the Community icon in the main menu.
Launching into it from within another application.

Setting search criteria - Set Community Search Criteria
In the Set Community Search Criteria window:

select the tab you require
type in the information known about the community member.

Note: The tabs displayed depend on your user security privileges.

Selections are filtered using AND/OR criteria, so the more selections you use, the more specific the search. For example, if you enter Smith and Williamstown, Synergetic will only return records for community members who are named Smith AND who live in Williamstown. Enter less information to return a group of people, or use specific information to search for individuals.

Opening the Set Community Search Criteria window

To open the Set Community Search Criteria window:

Select Module > Community Maintenance.
The Set Community Search Criteria window is displayed.
Tip: You can also access the Set Community Search Criteria window by clicking .

Set Community Search Criteria fields and buttons
General tab

Area	Description
Personal	Search by community member personal details, including name, address, gender, vehicle, nationality and company details. Tip: Select the Any checkbox next to Surname or Surname sounds like to broaden the search to include surname, previous surname, maiden name and override legal surname. Note: When searching for community records using the Postcode field, Synergetic searches for like records instead of exact matches. For example, if you enter 3 in the postcode field, Synergetic returns records that have postcodes starting with 3.
Occupation	Search by community member occupation.
In Constituency Not In Constituency	Search for community members who do or do not belong to a particular constituency. For example search for all community members who are not debtors. See Community Maintenance - Constits tab. Note: You can search more than one constituency by selecting And or Or.

Giving tab

Area

Description

Donations

Search for community members who have:

supported an appeal or made a donation
donated a specified amount
donated during a specified period.

Pledges

Search for community members who have:

made a pledge
pledged a specified amount.

Foundation Basis

Search for community members who have a foundation basis in the selected range, if your organisation has a foundation.

Note: A foundation basis is the sum of receipts and pledges from the donor. Different types of giving and different funds can contribute to the foundation basis in different proportions. For example, gifts could be 100% and pledges 50%. In kind gifts can lead to the foundation basis being adjusted manually.

Prospect Tracking tab

Area	Description
Prospect Tracking	Search for community members who have offered to support your organisation's appeal.
Activity	Search for community members by the activity types on their record.

Communications/Events tab

Area	Description
Current Communications	Specialised lists associated with the community member.
Past Communications	Specialised lists associated with the community member.
Current Events	Events the community member is currently attending.
Past Events	Events the community member has attended.

Past Students tab

Area	Description
Peer Year	Year the student: completed or would have completed their final year of schooling commenced their studies, if your organisation is a tertiary institution.
Last Campus	Campus the student attended during their last year.
Last House	House the student belonged to during their last year.
Name at School	Name of the student used at your organisation. Note: Format should be Surname, Given 1 (Preferred). For example, a past student may have married and changed their name.
Entry Year Level	Year level the student started in at your organisation.
Year Left	Year the student left your organisation.
Last Year Level	Year level the student was in when they left your organisation.
Branch	Branch of the association that the past student is a member of. For example, Life Member Association - UK Branch.
Sub School	Search for students by the sub-school they are grouped into, if applicable. This is used mostly by multi-campus organisations that provide schooling for all year levels at each campus. For example, year levels can be grouped into: junior school middle school senior school. Warning: Do not add sub-schools by selecting from the right click menu because entries are required in both the luSubSchool and the luYearLevel lookup tables. See the luSubSchool and luYearLevel lookup tables in the System maintenance manual.

Skills & Qualifications tab

Area	Description
Skill Code	Unique identifier for the skill. Note: The list of skills is maintained in the luSkill lookup table.
Skill Level	Level of skill attained by the community member.
Attained Date	Date the skill was attained.
Expiry Date	Date the skill expires. For example, a plumber's skill expires by a particular date unless they continue to be recertified.
Qualification Code	Unique code for the qualification.
Qualification Level	Level of the qualification. For example secondary, tertiary.
Training Provider	Organisation providing the training and conferring the qualification.
Major 1-2	Major fields of specialisation.
Minor 1-2	Minor fields of specialisation.
Attained Date	Date the qualification was conferred.
Expected Attainment Year	Year when a partially completed qualification should be completed.

Other tab

Area	Description
Notes Contains	Search for community members who have notes containing the word or words in this field.
Any Notes	Select to search for all community members who have notes attached.
Biography Contains	Search for community members who have a biography containing the word or words in this field.
Any Biography	Select to search for all community members who have a biography.
Confidential Contains	Search for community members who have confidential notes containing the word or words in this field.
Any Confidential Notes	Select to search for all community members who have confidential notes attached.
Relationships	Search for community members who have the selected relationship with another community member. You can select up to three relationship types to search by.

Checks/Involvement tab

Area	Description
Checks and Registrations	Search for community members who do or do not have a particular check or registration. For example search for all community members with police checks. You can also search based on: status of the check whether the check is required whether the check is active. See Community Maintenance - Checks tab.
Student Interaction	Search for community members with student interactions. See Community Maintenance - Involvement tab - Student Interaction sub-tab.
Involvement Activtiy	Search for community members with student involvement activities. See Community Maintenance - Involvement tab - Activities sub-tab.

Buttons
The buttons are available from all tabs.

Button	Description
	Create a new community member. See Creating new community records.
	Exclude all current and future students from the search.
	Use a custom search form to search for a community member. See Using custom search forms in the Introduction manual. Note: This button is only visible if custom search has been enabled for this module at your organisation.