Community Maintenance - Notes_Bio bar

Use the Notes/Bio bar to record:

  • general comments about the community member
  • biographical comments about their achievements.


 Opening the Notes/Bio bar

To open the Notes/Bio 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 Notes/Bio bar.

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

    The Notes/Bio bar of the Community Maintenance window is displayed.

Community Maintenance - Notes/Bio tab fields




General comments about the community member.


Biographical comments about their achievements.

Common fields



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



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.