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Create the page "Project Details - Code Settings tab" on this wiki! See also the search results found.

• Clubs, Clinics & Groups
  =Set-up= * '''List of current Clubs/Clinic/Groups''' (with summary details).
  45 KB (7,497 words) - 10:40, 11 May 2023
• Classification Codes
  ...all like to use the system, please get in touch about having your codes pre-set in your system. Clicking this button will open the code lookup window.
  2 KB (370 words) - 15:45, 13 September 2021
• KPI Report Designer
  ...sing the top option, a single project or multiple projects (select the 1st project and hold down the Ctrl button on the keyboard whilst selecting additional p *'''Project Subcategories''' - If you have [[Project Subcategories| subcategories]] for your projects they will be display in th
  42 KB (6,797 words) - 13:00, 2 October 2023
• Blue Folder Lookup
  ...next to the number is a blue folder, which will allow you to see the full details of the contacts counted towards that number. The webinar explains its key f {{#ev:youtube|S-xQsyqFPRQ790}}
  22 KB (3,725 words) - 15:23, 1 February 2024
• Customise Orgs & People
  ...'' - Customise where the widgets appear by dragging and dropping them to re-order. Or, drag and drop the widget to not appear at all. ** '''On recording a contact for a new client based on the project.'''
  29 KB (4,811 words) - 14:21, 6 October 2023
• Organisations and People
  * '''Fields''' - Each tab can be configured to display required fields. ...f the changes listed above please see [[Customise Orgs & People]] for full details and restrictions.
  42 KB (6,961 words) - 17:39, 25 January 2022
• Operational Rules
  Operational Rules is a section containing system-wide settings - i.e. they apply to the whole system, independent of projects. The Org/Person Record Rules tab gives control of how records (Details screens) behave on your system.
  16 KB (2,725 words) - 12:05, 15 January 2024
• Group Access Rights
  ...ill be classed as an administrator. Administrators are able to change all settings through out the system and have access to all data. If you restrict their On the page that follows you can copy the settings from another group and/or edit the access:
  29 KB (4,652 words) - 10:50, 21 February 2023
• Record A Contact
  The Record a Contact Screen is one of the most-used parts of the system. Every time a user records a [[Contact]] or creates {{#ev:youtube|mU28F-Ywu3s|790}}
  24 KB (4,118 words) - 14:39, 16 October 2023
• Call Round (Administrator Guide)
  For details on how to use the app see [[Call Round (End User Guide)]]. * Once a free trial is complete, a Call-round user agreement is sent for you to look over and acknowledge before we
  5 KB (877 words) - 11:44, 17 May 2019
• Managing and working with Funders
  ...ork flow required for the process. This guide is going to look at using a project and templates to record the tender. ...Below is some screen shots as examples for the set up of each page for the project.
  4 KB (667 words) - 14:48, 15 February 2019
• Vickys preview
  =Set-up= * List of current Clubs/Clinic/Groups (with summary details).
  44 KB (7,387 words) - 14:47, 9 November 2021