Community Maintenance - Relations bar

Relationships are used to maintain the way in which individuals in the Synergetic community relate to each other. Within Synergetic, relationships are represented from the perspective of each individual. For example, a father-son relationship is represented as:

father-son on the father's record
son-father on the son's record.

Use the Relations bar to:

List close relationships, along with their memberships of constituencies and their identifiers.
Add new relations. See Adding new relationships.

Opening the Relations bar

To open the Relations 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 Relations bar.

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

The Relations bar of the Community Maintenance window is displayed.

Community Maintenance - Relations bar fields and buttons
Fields

Field	Description
ID	Relation's Synergetic ID.
Relation	Relationship details. For example, Jay Smith is Ann Smith's daughter. Note: You can define the relationship between male, female, and other gendered community members using the RevRelationshipMale, RevRelationshipFemale, and RevRelationshipOther fields of the luRelationship lookup table. See luRelationship lookup table in the Synergetic System Maintenance manual.
Constituencies	Relation's constituencies. For example, a student's parent might be a member of the Debtor constituency.
Use SMS	Whether the relation elects to receive SMS text messages from your organisation with regard to this person and if so which mobile phone number to use: Default mobile Personal mobile Occupation mobile.
Use Email	Whether the relation elects to receive email messages from your organisation about this person (No, if not), and if so which email address to use: Default email Personal email Occupation email. Note: Selecting No prevents sending emails from grids but not sending emails using Communications Maintenance in Synergetic.
Portal Approval	Whether the selected relation is approved to: fill out the community member's excursion permission forms on the Community Portal access and update the community member's My Details information on the Community Portal. Key points regarding portal approval Community members are always approvers for themselves Community members are always approvers for their spouses (if they have one) Relations can be set as approvers for community members using the Portal Approval field. When all Portal Approval fields are blank for a student record the approvers are: - Contacts with the Parent flag selected - Contacts whose ID is used for the contact record.

Buttons

Button	Description
	Add a new relation to the community member. See Adding new relationships.
	Edit this relationship.
	Remove this relationship 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. 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.