Quick start guide for users
Here's a quick guide to help get you up and running with the system. Your system administrator will be able to provide you with the full details on how your organisation captures information in Charitylog. Your system administrator is the person who manages your Charitylog system.
If you're a system administrator, remember our UK based support team are on-hand to help (all plans except Starter). See the admin quick-start.
Overview
1) Charitylog and Crossdata are part-CRM (Customer Relationship Management) and part-Case Management systems. They help you manage your daily contacts with clients.
2) Everyone on your system has one or more record types, e.g. someone may be a client, but they may be both a client and a volunteer. This prevents duplication as you only have to enter each person's record once. It also means it's important to search for people before making a new record - they might already be known to your organisation, even if they're new to you.
3) Contacts with clients (or other record types), e.g. calls, visits or emails, are grouped into cases (sometimes called referrals). Each case belongs to a service, which can be thought of as a project or department. This helps when you need to report back to your funders.
4) The system is entirely web-based, so you don't need to update anything, beyond keeping your browser up-to-date.
Most of what you'll need is in the quick search menu in the top right hand corner. Just type:
1) The name, email address etc of a record you're looking for.
2) The name of a feature, e.g. a report or setting.
3) An id number like a client, case, job card or invoice.
Accessibility
1) Click your user name, then Edit My Preferences, for accessibility controls, like high-contrast themes, font sizes etc.
2) Press Alt + X to enable visual shortcut mode, which will add an overlay to show the access keys available.
Other tips
1) Set your home page to be the page you use most by clicking your user name in the top right, then Edit My Preferences
2) Every page in the application has a page in this manual. Click the question mark in the top right.
3) You will find a Webinar on most topics here: Webinars
