Community Maintenance - Occupation bar

Use the Occupation bar to enter and maintain the community member's:

  • occupation details
  • business hours' phone and email contacts.

 

 Opening the Occupation bar

To open the Occupation 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 Occupation bar.

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

    The Occupation bar of the Community Maintenance window is displayed.


Community Maintenance - Occupation bar fields

Field

Description

Description

Description of the community member's occupation. For example, information about their job title.

Include Description in Occupation Address

Select to include the Description in the occupation address.

Include Description in Mailing Address

Select to include the Description in the mailing address.

Code

Occupation code.

Position

Position code.

Industry

Classify by industry.

Company

Company name, if applicable.

Phone

Contact occupation telephone number.

Fax

Contact occupation fax number

Mobile

Contact occupation mobile telephone number.

Silent Mobile

Select if the occupation mobile number is not to be listed.

Default Mobile Phone

Community member's preferred mobile phone. Available values are:

  • Personal.
  • Occupation.

    Synergetic uses the community member's default mobile phone when sending SMS text messages from Synergetic to the person. When:
  • Personal is selected, the Mobile phone number recorded on this bar is used.
  • Occupation is selected, the Mobile phone number recorded on the Occupation bar is used.

Email

Default email address.

Default Email

Select the default email address. Values include:


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.