Webinars

Actions and Contacts

Using the Action List

Record a Contact

GDPR & Consent

GDPR Settings

Consent Rules

Cleanse/Anonymise Records

Consent Report

Reporting

KPI Report Designer

Blue Folder Lookup

Collaborative Reporting

Excel

Pivot Tables

Advanced Reporting with Pivot Charts

VLOOKUPS

Extension Databases

Extension Database Setup

Extension Database Reports

Clubs and Clinics

Clubs and Clinics Setup

Club and Clinic Monitoring

Alternative Method for Group Attendance

Benefits

Benefits Module

Classification Codes

Creating Classification Codes

User & Group Access

User Access Controls

Group Access

Using Charitylog for HR

Managing Volunteer Records

Projects & Templates

Project Set Up

Referral Templates

Outcomes

Ladder Outcome Setup 1/3

Data Entry of Ladder Outcomes 2/3

Reporting on Ladder Outcome Data 3/3

Simple Outcomes

Customise Orgs & People

Edit Fields

Edit Sections

Minimum Data Sets

Rules for Anonymous Contacts

Other Record Types

Relationships

Adding Relationships	Managing Relationships

Standard Letter Templates

Standard Letter Templates

Courses & Qualifications

Courses & Qualifications	Courses & Qualifications Report

Groups & Skills

Groups & Skills Report

Roster/Support Worker Module

Creating a Plan	Confirm Work Schedules	Complete Work Schedules

Job cards	Payroll and Invoicing for SW Jobs

Data Migration

Data Migration