Adding a community member to a user-defined constituency
Note: You can only add a community member to a Synergetic constituency by adding them in the appropriate function. For example, to add a community member to the Debtor constituency, you must create a new debtor in Debtor Maintenance. You cannot add a community member to the Debtor constituency from the Community Maintenance windows.
To add a community member to a user-defined constituency:
- Search for the community member. See Searching for community members.
The Constits tab of the Community Maintenance window is displayed. - Click .
The Add Constituency window is displayed. - Select the constituency and the date the community member joined the constituency.
- If required, select other information, for example related campus, start and end dates.
- Click .
The community member is added to the user-defined constituency.
Note: You can add user-defined constituencies using the lookup table luConstituency. See Maintaining lookup tables in the System maintenance manual.
Add Constituency key fields
Field | Description |
---|---|
Constituency | Constituency code:
Note: You cannot assign a community member to a Synergetic constituency using the Add Constituency window. |
Date Joined | Date the community member(s) is added to the constituency. |
Related Campus | Campus the community member(s) is a constituent of, if applicable. |
Related From Date | Date the community member(s) started their involvement relating to the constituency. For example:
|
Related To Date | Date the community member(s) was removed from the constituency. |