Community Maintenance - Constits bar
Use the Constits bar to:
- List all constituencies that the community member is associated with. This includes Synergetic constituencies. System constituencies are generally prefixed with @. For example, the Staff constituency code is @STF.
- Add a community member to a user-defined constituency. For example, the school council. User-defined groups do not have a prefix. See Adding a community member to a user-defined constituency in the Synergetic Community manual.
- Modify and delete community members from user-defined constituencies.
Constituency membership is listed by:
- code
- description
- date joined
- campus
- the date range of the association.
Community Maintenance - Constits bar key fields and buttons
Fields
Field | Description |
---|---|
Code |
|
Description | Description of the constituency. |
Date Joined | Date the community member(s) is added to the constituency. |
Campus | Campus the community member(s) is a constituent of, if applicable. |
From |
|
To | Date the community member(s) was removed from the constituency. Note: Do not complete the field when adding community member(s) to a constituency. Some organisations may use this field when entering historical information or when they know the date that the community member's constituency membership ends. |
Buttons
Button | Description |
---|---|
Add a constituency to the community member. | |
Edit the constituency details for this community member. | |
Remove this constituency from the community member. |
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. | |
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. |