Community Maintenance - Current Comms bar

Use the Current Comms bar to enter and maintain the community member's communications.
 

Note: Only use this bar if the postal address is different to the home or business address, for example if a community member prefers mail to be sent to their post box.

 

 Opening the Current Comms bar

To open the Current Comms bar:

  1. Select Community from the SynWeb main menu.
    The Community Maintenance Search Criteria window is displayed.
  2. Search for a community member. See Searching for community members.
  3. Click on the Current Comms bar.

    Tip:
     You can click anywhere on a navigation bar other than the caption to open it.

    The Current Comms bar of the Community Maintenance window is displayed.

 

Community Maintenance - Current Comms bar key fields and buttons

Grid area fields

Field

Description

Code

Unique code used to identify the communication. See Maintaining communications in the Synergetic Development manual.

Description

Description of the communication.

Comment

Comment about the communication.

Type

Type of communication. For example, newsletter or event reminder.

Method

Way the communication is to be sent. For example, posted or by email.

Date

Date and time of the communication.
The Date Sent field is displayed as the Date field in the grid area.

Primary

Address the communication to the primary contact only.

Bulk-Added

Flag is selected if the communication has been added in bulk.

Buttons

Button

Description

Create a new communication.

Edit this communication.

Delete this communication.


Common fields

Field

Description

Search Filter

The Search Filter field is located at the top of the Community Selector. This field can be used to filter community members by any of the information displayed in the Community Selector.

Common buttons

Button

Description

Create a new community member. See Creating community members.

Delete the selected community member. See Deleting community members.

Display the Community Maintenance Search Criteria window.
You can update the search criteria and search for new community members. See Searching for community members.

Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.

Create a new task relating to the community member. See Managing tasks in the Introduction manual.

Click to break spouse links for the selected community member. See Breaking links to a spouse.

Click to flip spouses and make the spouse contact the primary contact in the relationship. See Flipping spouses.

Click to refresh information for the selected community member.