Future Student Maintenance - Relations tab
Use the Relations tab to:
- list family and guardianship relationships
- list the constituencies of the relations
- list the contact details of the relations
- maintain relationships
- manage communications with relations.
Note: Relationships represent how one member of the community relates to another. For example, a mother-daughter relationship. Constituencies define how community members relate to your organisation. For example, the community member may be a student, staff member or debtor. Constituencies can be system or user-defined.
Future Student Maintenance - Relations tab key fields and buttons
Grid area fields
Field | Description |
---|---|
Relation | Relationship from the perspective of the student. |
Constituencies | Constituencies that the relation belongs to.
|
Use SMS | Whether the relation elects to receive SMS text messages from your organisation with regard to this person (No, if not), and if so which mobile phone number to use:
|
Use Email | Whether the relation elects to receive email messages from your organisation about this person (No, if not), and if so which email address to use:
Note: Selecting No prevents sending emails from grids but not sending emails using Communications Maintenance. |
Portal Approval | Whether the selected relation is approved to:
|
Receive SMS | Relation's SMS contact (i.e. person that sends the relation SMSs) as defined in the Use SMS field. |
Receive Email | Relation's email contact (i.e. person who sends the relation emails) as defined in the Use Email field. |
Give Portal Approval | Whether the selected relation has given approval for the community member to:
|
ID | Synergetic ID of the relation. |
Fields
The fields in the Details area correspond to the selected record in the grid area.
Field | Description |
---|---|
Name | Relation's name. |
Address | Relation's address. |
Phone BH | Relation's business hours telephone number. |
Phone Alt AH | Relation's alternative phone number for after hours. |
Phone AH | Relation's after hour's telephone number. |
Phone Mobile | Relation's mobile telephone number. |
Relation's email address. | |
Use SMS | Whether the relation elects to receive SMS text messages from your organisation with regard to this person and if so which mobile phone number to use:
|
Use Email | Whether the relation elects to receive email messages from your organisation about this person (No, if not), and if so which email address to use:
Note: Selecting No prevents sending emails from grids but not sending emails using Communications Maintenance. |
Icons
Button | Description |
---|---|
Displays an Information window providing details about the emails sent to parents. Key points:
| |
Displays an Information window providing details about the Use SMS/Email and Receive SMS/Email fields. Key points:
Tip: You can maintain community member communications using the Relations tab of Community Maintenance. Managing communications between relations in Community Maintenance provides the most flexibility because all community member records are available for configuration. For example, you could select the community record of a parent and allow one of their children to receive their communications. See Community Maintenance - Relations tab. | |
Displays an Information window providing details about the Portal Approval field. Key points:
Tip: You can set future students as approvers for community members using the Relations tab of Community Maintenance. See Community Maintenance - Relations tab. |
Buttons
Button | Description |
---|---|
Add a new relation for the student. See Adding new relations (Future students). | |
Delete the selected relationship. See Deleting relationships. | |
Copy the address details of the selected relation to the Windows clipboard. Go to the Microsoft Windows application you are using and paste the address details into the document you are editing. | |
Compose a letter to the relation. See Composing letters with Microsoft Word in the Introduction manual. | |
Send an email to the relation. See Sending emails in the Introduction manual. |