Community Maintenance - Name bar

Use the Name bar to maintain the community member's name details.

Opening the Name bar

To open the Name bar:

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

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

The Name bar of the Community Maintenance window is displayed.

Community Maintenance - Name bar key fields and buttons
Fields

Field

Description

Community Record Type

Type of record. You can select either:

Personal fields

Field	Description
Title	Community member's title.
Gender	Community member's gender. Note: You can define the list of genders used at your organisation using the luGender lookup table. See luGender lookup table.
Surname	Community member's surname.
Given	Community member's given name.
Given 2	Community member's given second name.
Preferred	Community member's preferred name.
Preferred Formal	Community member's preferred formal name.
Internal Name	Community member's name used by the Synergetic database.
Override Internal Name	Select to use a different internal name.
Initials	Community member's initials.
Override Initials	Select to use different initials.

Company fields

Field	Description
Occupation Description	Description of the company's main business. For example 'Garden Maintenance'.
Company	Name of the company.
Attention	Name of recipient within the company if required.

Buttons

Button	Description
	View or override other names of the community member such as mail names.

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.