Past student creation windows

The Name window is displayed first when creating past students.

Example of the Name window for a personal or personal company

Example of the Name window for a company

Enter the details of the past student. If the information you enter matches one or more members of the community database, Synergetic displays a window showing possible matches. You can either:

  • Select a record from the grid and make them the past student.
  • Create a new record. This creates a completely new member in the community database.

The following windows are displayed after the Name window:

A new past student record is added. You can maintain other information about the past student in Past Student Maintenance. See Maintaining past students.

Create New Past Student - Name window key fields

Field

Description

Record Type

New past students should only be Personal. Select this using the radio button at the top of this window.

Use existing ID

If you are creating a past student from an existing community member and you know their Synergetic ID, select this field and enter the ID into the ID field.