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Community creation windows
Community creation windows
To enter information in the community creation windows:
- Click the Creating community members.
The Name window is displayed first.
Note: The fields on the Personal and Personal Company Name windows are identical.
button as part of - Select the Record Type if required.
Note: If you selected Company, the Name window is displayed with different fields.
Note: You can define the list of genders used at your organisation using the luGender lookup table. See luGender lookup table.
- Enter the community member's name. The name can be either:
• an individual's
• a company name
• an individual at a company address (personal company).
If the information you enter matches one or more members of the community database, Synergetic displays a window showing possible matches. See Creating community members - Possible Name Matches. Select the matching name, if applicable. - Enter other fields, as required.
- Click
The following windows are displayed after the Name Details window, depending on the selections made:
• Spouse details, if applicable. See Spouse Name window.
• Home address details. See Home Address window.
• Company address details. See Company Address window.
• Couple relationship. See Select Couple Relationship window.
• Community member's phone and occupation details. See Phone/Occupation window.
• Spouse's phone and occupation details, if applicable. See Phone/Occupation window.
• Matching search results in the IDAM database. See Identity and Access Manager (IDAM) Search Results window.
Note: The Identity and Access Manager (IDAM) Search Results window is only displayed if the IDAM:Enabled configuration setting is set to True. See IDAM:Enabled configuration setting in the Synergetic System maintenance manual. .
, multiple selections available,
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