Student creation windows
The Contact Name window is displayed first. Enter the primary contact name for the student. The primary contact person can be an individual, a company or an individual at a company address (personal company). The fields on the Personal and the Personal Company Contact Name windows are identical.
Example of a name details window for a personal or personal company.
The Create New Student window is identical to the Create New Community Member window.
Example of a name details window for a company.
The Create New Student window is identical to the Create New Community Member window.
Enter the primary contact name details for the student. If the information you enter matches one or more members of the community database, Synergetic displays a window showing possible matches.
New contacts can be Personal, Company or Personal Company. Select the appropriate radio button at the top of this window. The data input windows that follow depend on your choice of record type:
- Personal is for an individual person or couple.
- Company is for a company where the company is the primary contact. For example:Jackson HoldingsAttn: Mr John Roberts
- Personal Company is for a company where a person is the primary contact. For example:Mrs Anne JohnsonSalbut Enterprises.
If you select Company, the windows that follow are similar but do not require any individual personal information.
The following windows are displayed after the Contact Name window, depending on the selections made:
- Spouse details, if applicable. See Spouse Name window in the Community manual.
- Address details. See Address window in the Community manual.
Note: You can enable the Quick Address System (QAS) to display matching address records as you type into address fields. See Configuring address validation in the Synergetic System maintenance manual.
- Couple relationship. See Couple relationship window in the Community manual.
- Contact's phone and occupation details. See Phone/Occupation window in the Community manual.
- Spouse's phone and occupation details, if applicable. See Phone/Occupation window in the Community manual.
- Student details. See Create new student - Student Name window.
- Establish relationships. See Create new student - Student relationship window.
- School details. See Create new student - School window.
Create New Student - Contact Name window key fields (Personal)
Field | Description |
---|---|
ID | Contact's Synergetic ID number. If the student already exists, select the Use Existing ID field and enter the student's Synergetic ID. |
Title | Contact's title. |
Surname | Contact's surname. |
Given 1 | Contact's given name. |
Preferred | Contact's preferred name. This field is automatically completed with the primary contact's given name. You may type another name if required. For example, if the primary contact's given name is Stephen, you could type Steve. |
Other Given | Contact's other given names. |
Gender | Contact's gender. This field is automatically completed when you select the primary contact's title. Note: For gender neutral titles the gender must be selected. For example, Dr. Note: You can define the list of genders used at your organisation using the luGender lookup table. See luGender lookup table. |
Date of Birth | Contact's date of birth. |
Mail Format | Address format for the community member. For example, whether their initials should be used or an ampersand instead of 'and'. |
Contact is Student | Either:
If the field is selected, the ParentFlag configuration setting determines whether either the:
is added to the student. See ParentFlag configuration setting in the System maintenance manual. |
Create New Student - Contact Name key fields (Company)
Field | Description |
---|---|
ID | Contact's Synergetic ID number. If the student already exists, select the Use Existing ID field and enter the student's Synergetic ID. |
Occupation Description | Description of the company's main business. For example 'Garden Maintenance'. |
Company | Company name. |
Attention | Name of recipient within the company if required. |
Contact is Student | Either:
If the field is selected, the ParentFlag configuration setting determines whether either the:
is added to the student. See ParentFlag configuration setting in the System maintenance manual. |