All pages
- API: Creating Records
- API: Extension Databases
- API: External Referrals
- API: File Uploads
- API: Reporting
- API: Sample Calls
- API: Selecting Specific Fields
- API: Updating Records
- API: purchasing
- API Authentication
- API Classification Codes
- API Details
- API Dictionaries
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- API due contacts
- API external referrals
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- API relationships
- API schedules
- API workers
- Access Keys
- Accessibility
- Accommodation Type
- Accommodation Types
- Accounts Module (Administrator guide)
- Action
- Action List
- Action List Report
- Active Field
- Activity Summary
- Add-ons
- Adding members to a Club or Clinic directly from the Client Details screen
- Admin
- Age Band Check
- Age Bands
- Age Range
- Age Ranges
- Alerts
- Allocated Organisations And People Report
- Analytics
- Anonymise People
- Anonymise Records
- Assessments (Administrator guide)
- Audit Record
- Automatic Follow-Ups
- Backup Data
- Backup and Update Replica Database Audit
- Bank Holiday Dates
- Batch SMS
- Benefit Descriptions
- Benefits
- Benefits Report
- Benefits and Income
- Blue Badge Holder
- Blue Folder Lookup
- Branch Groupings (Views)
- Branch Migration into new system
- Branches
- Branches/Offices
- Calendar
- Call Round (Administrator Guide)
- Call Round (End User Guide)
- Call Round V1 (End User Guide)
- Carer's Role
- Carer Assignments
- Carer Details
- Carers and Cared Fors
- Carers and Dependents
- Case Manager
- Case Status
- Categories of Need
- Change First Level Password
- Change of Address Report
- Charitylog Feedback
- Charitylog Local
- Charitylog Logo Manager
- Charitylog Starter (the new name for Charithylog Local)
- Charitylog Starter (the new name for Charitylog Local)
- Classification Code Setup
- Classification Codes
- Classification Codes Extract
- Classification Codes Report
- Cleanse or Anonymise Records
- Client Deceased
- Client Deceased Record
- Client Details
- Client Details Screen
- Client Invoices and Support Worker Payroll Exports
- Client Project Terminations
- Client Record Rules
- Client Relationships
- Clients
- Clinic Attendance
- Clinic Attendance Overview
- Clinic Monitoring
- Closed Clients
- Club & Clinic Client Cancellation Report
- Club & Clinic Details
- Club & Clinic Referral Summary
- Club Clinic Parameters
- Club and Clinic Attendances
- Club and Clinic Calendars
- Club and Clinic Cancellations
- Club and Clinic Client Cancellation Report
- Club and Clinic Details
- Club and Clinic Details - Attendance Details tab
- Club and Clinic Details - Completed Meetings tab
- Club and Clinic Details - Future Meetings tab
- Club and Clinic Details - General Details tab
- Club and Clinic Details - Incomplete Meetings tab
- Club and Clinic Details - Member Details tab
- Club and Clinic Details - Occurrence Details tab
- Club and Clinic Details - Waiting List tab
- Club and Clinic General Settings
- Club and Clinic Waiting List Report
- Clubs, Clinics & Groups
- Clubs/Clinics/Groups
- Clubs & Clinics General Settings
- Clubs And Clinics Module
- Clubs And Clinics Module (Administrator Guide)
- Clubs and Clinics Tab
- Clubs and Clinics Wizard
- Communication Methods
- Complete Attendances
- Complete Work Schedules
- Computer basics
- Confirm Work Schedules
- Confirm Work Shifts
- Consent Given
- Consent Report
- Consent Rule Text Entry
- Consent Rules
- Contact
- Contact Management Tab
- Contact Methods
- Contact Support
- Contact Types
- Contact and Consent Rules
- Cost Centres
- Courses
- Courses and Qualifications
- Courses and Qualifications Report
- Creating Records
- Creating Records Via The API
- Creating a new Referral
- Creating new user accounts
- Customisable Tab Settings
- Customise Field Settings
- Customise Orgs & People
- DBS/PVG Checked
- Data Extraction
- Data Extraction/Mail Merge
- Data Import Module
- Data Migration
- Data Migration Centre
- Data Migration Guide
- Delete Occurrences
- Delete Referrals and Actions
- Deletion Audit
- Details Screen
- Disabilities
- Disabilities Screen
- Disabilities Section
- Disabilities for...
- Display Order
- Districts
- Donor Details
- Drafts
- Drop-Down Lists
- Edit User Details
- Eligible For Gift Aid
- Email / Letter Types
- Email Manager
- Email Settings
- Email Settings for sending emails
- Email settings for sending emails
- Emergency Card
- Emergency Card Lookup
- Employed
- Enter Cancellation Information
- Equipment
- Equipment Allocations
- Equipment Descriptions
- Equipment Report
- Ethnic Group
- Ethnic Origins
- Excel Power Query
- Export Invoices
- Extended Orgs & People List
- Extension Database Reports
- Extension Database Setup
- Extension Databases Via The API
- External Referral Consent
- External Referrals
- External Referrals Report
- External Referrals To The API
- FAQ's
- FAQs
- Favourites
- Favourites Tab
- Fee Difference Reasons
- Field Sets
- File Uploads Using The API
- Flow Charts
- Follow Up Details
- Funded Job Work Types
- Funded Work Module
- Funder Details
- Funder Details Screen
- Funders
- GDPR Changes
- GDPR Guidance
- GDPR Settings
- Gender
- General Charge Rates
- General Client Statuses
- General Details
- General Pre-Invoice List
- General Rates In Projects
- Getting Started with Excel Power Query
- Group
- Group Access
- Group Access Rights
- Groups & Skills
- Groups and Skills
- Groups and Skills Report
- HP Material Costs
- HP Pre-Invoice List
- HP Project Labour Costs
- HP Standard & Project Nominal Codes
- Handyperson Activity Report
- Handyperson Cancel. Reasons
- Handyperson General Details
- Handyperson Job Card List
- Handyperson Job Cards
- Handyperson Job Types
- Handyperson Materials
- Handyperson Module
- Handyperson Module (Administrator guide)
- Handyperson Referrals
- Handyperson Work Done Report
- Handypersons Tab
- Help Centre
- History Tab
- Holiday Pay Calculation
- Holiday Pay Earned Report
- Home-Start Report
- Hours Used And Remaining
- How to order a Web Referral Form
- ID number
- IMCA Data Extract
- IMCA Details
- Importing From The Library
- Importing Outcome Stars
- Importing web referrals
- Income and Benefit Details
- Information Links
- Information Links Headings
- Information Links for Organisations
- Input Field Rules
- Insert Audit
- Integrations
- Introduction to Charitylog for Administrators
- Invoice Layouts
- Invoicing Parameters
- Invoicing Settings
- Invoicing Tab
- Invoicing for Clubs & Clinics
- Invoicing for the Handyperson Module
- Invoicing for the Roster Module
- Job Card Details
- Job Card Statuses
- Job Card Time Report
- Job Cards (Vols)
- Job Cards List
- June 2024 Release Webinar
- KPI Report Designer
- Keyboard shortcuts
- LSOA Areas and Wards
- Ladder Outcome Intervals and Latest Outcomes
- Ladder Outcomes
- Ladder Outcomes Client Outcome Comparison Report
- Ladder Outcomes Report
- Ladder Outcomes Target Comparison Report
- Letters and Communication
- Library
- Licencing
- List Invoices
- List of User Details
- Living Arrangements
- Logging In / System Access
- Logging in to Charitylog
- Loqate
- Mail Merge
- Mailing History Report
- Main Languages
- Main Page
- Maintain Contracts
- Manage Menus
- Managing Volunteers
- Managing and working with Funders
- Marital Status
- Matching Exclusions
- Means of Communication
- Membership/Skills Groups
- Membership/Skills Report
- Membership Details
- Membership and Skills
- Memberships/Skills Report
- Menu Information Links
- Menu Links
- Menu Option Structure
- Merge Duplicate Record
- Merge Record
- Merging Existing Systems
- Merging People or Organisations
- Messaging Centre
- Microsoft Office 365 Outlook Calendar Integration
- Modules
- Multifactor Authentication
- My User Options
- My user settings
- Next of Kins
- NoK and Contacts
- Non-Attendance Reasons
- Office Functionality (Administrator guide)
- Open Clients
- Operational Rules
- Ordering A Web Referral Form
- Organisation Details
- Organisation and People Categories
- Organisations
- Organisations And People (Administrator guide)
- Organisations and People
- Orgs & People Extract
- Outcome Groups
- Outcome Report
- Outcomes
- Outcomes (Administrator guide)
- Outcomes (Raw Data)
- Outcomes By Group (Raw Data) Report
