User creation windows

The Name window is displayed first.

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 add the staff member as a Synergetic user.
• Create a new record. This creates a completely new member in the community database.

If you create a user as a Personal contact, the following windows are displayed after the Name window:

• Home Address details. See Address window sample in the Community manual.
• Phone and occupation details. See Phone/Occupation window sample in the Community manual.
• User login. See Create New Synergetic User - Login Name window.

If you create a staff member as a Company or a Personal Company contact, the following windows are displayed after the Name window:

• Personal company name. See User creation windows in the Community manual.
• Company address. See Company Address window in the Community manual.
• Phone and occupation details. See Phone/Occupation window sample in the Community manual.
• User login. See Create New Synergetic User - Login Name.

Create New Synergetic User - Name window key fields