Development Maintenance - Constituencies tab

Modified on Mon, 20 Apr at 12:06 AM

Use the Constituencies tab to view the constituencies that the primary contact and their spouse are members of.
Constituencies can either be system-defined or user-defined, that is, defined by your organisation. System-defined constituencies all start with @. For example:

@DEB for the debtor's constituency
@PC for the current parent constituency.

Tip: You cannot delete community members from a system-defined constituency directly. For example, if you wanted to delete a community member from the staff constituency (@STF), use Staff Maintenance to delete the staff member; Synergetic will then delete them from the staff constituency.

Tip: Use the centre splitter to display more information for either the primary contact or spouse. See Using the centre splitter.

Opening the Constituencies tab

To open the Constituencies tab:

Select Module > Development > Development Maintenance from the main menu.
The Set Development Search Criteria window is displayed.
Select the donor or prospect. See Searching for donors and prospects.
The Personal tab of the Development Maintenance window is displayed.
Click the Constituencies tab.
The Constituencies tab of the Development Maintenance window is displayed.

Development Maintenance - Constituencies tab key fields and buttons
Grid area fields

Field	Description
Code	Code for the constituency that the person belongs to. See Constituencies in the Community manual.
Description	Description of the constituency.
Date Joined	Date the community member joined the constituency.
Related	Related campus.
From	Date that the relationship started.
To	Date that the relationship ended.

Buttons

Button	Description
	Launch the function to maintain the highlighted constituency. Tip: Double click on the constituency in the grid area to launch the maintenance function. For example:
	Debtor constituency launches Debtor Maintenance
	Enrolment Deposit Contact constituency launches Enrolment Deposit Maintenance
	Current Parent constituency launches Current Student Maintenance
	Donor constituency launches Development Maintenance
	School Council (user-defined) constituency launches a user defined maintenancer window.
	Add the selected community member to a user-defined constituency.
	Change the membership for the selected community member from one userdefined constituency to another.
	Delete the selected community member from the user-defined constituency. You cannot directly delete members from system-defined constituencies; that is constituencies that start with @. Note: To remove a community member from a Synergetic system constituency, click the button and delete the community member using the maintenance function. For example, if you wanted to delete a community member from the staff constituency (@STF), you have to go into Staff Maintenance and delete them as a staff member. Synergetic will then delete them from the staff constituency.