User creation windows
- Former user (Deleted)
- Former user (Deleted)
The Name window is displayed first.
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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
Field |
Description |
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Record Type |
New users can be Personal, Company or Personal Company. Select these using the radio buttons at the top of this window. The data input windows depend on your choice.
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ID |
Synergetic identifier of an existing staff member. |
Use existing ID |
If you are creating a user from an existing community member and you know their Synergetic ID, select this field and enter the ID into the ID field. |