Community Maintenance - Flags bar
Use the Flags bar to:
- specify whether the community member receives particular types of correspondence
- record the death of a community member.
Community Maintenance - Flags bar fields and buttons
Mailing Flags fields
Field | Description |
---|---|
Receives Mail | Whether the community member receives mail. |
Receives Magazine | Whether the community member receives magazines. |
Receives Solicitation | Whether the community member receives solicitation. |
Receives Raffle | Whether the community member receives raffle promotions. |
Reason for Change | Reason for adding or removing a flag, if applicable. |
Other Flags fields
Field | Description |
---|---|
Include in Directory | Include the community member in your organisation's directory of contact details. |
Provide Directory | Receives a copy of your organisation's directory of contact details. |
Publish to Associated Organisation | Publish community member's details to associated organisations. |
Spouse | Displays whether the community member has a spouse who is also a community member. |
Deceased | Whether the community member is deceased. |
Date | Date the community member became deceased. |
Other Flags buttons
Button | Description |
---|---|
Click to mark the community member as deceased. Note: The link with the spouse community member record needs to be broken before the Deceased and Deceased Date fields can be updated. See Breaking links to a spouse. Tip: To break spouse links, click the Break Spouse Links icon in the Community Maintenance toolbar. |
Community User Flags and Addresses User Flags area fields
Community user flags and addresses user flags are defined by the Synergetic administrator at your organisation.
Either:
- select the flag if it applies to the community member
- clear the flag if it no longer applies to 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. |