Synergetic: Managing your Community Database

The Synergetic community contains core details for all entities involved with the school this course focuses on maintaining this data

Description

IMPORTANT:

We now offer tailored training for schools instead of training labs on fixed dates, giving your team practical support shaped around your needs, experience levels, roles and processes.

Book a discovery session so we can build a practical training plan that gives your team the right support at the right time.
When making your booking, please use the code 'CommData' in the ticket # field. 

Target Audience

This course is ideal for administration staff responsible for maintaining family structures/details

Learning Outcomes

The Community database is the core of the system where the name, address and details of a community member are held. Each individual or organisation the school knows about exists in the community once only and receives a unique ID.

This session looks at how to search for community members and maintain core name and contact details for all.

The Synergetic community contains core details for all people and entities that interact with the school, keeping these records members of the school community no matter whether they are students, parents, staff or creditors. 

This session looks at how to search for community members and maintain core name and contact details for all.

  • Maintaining contact details e.g. names, addresses, when to use silent phone/addresses
  • Managing constituencies and relationships
  • Mailing flags and configuration keys associated
  • Using the Household tab
  • Best practice procedures for students living independently
  • De-duplication process