Difference between revisions of "June 2024 Release Webinar"

Revision as of 10:02, 18 June 2024

Thank you for joining our June Release Webinar. We've linked a recording of the webinar below which can be shared via the link to this page. We have also answered the questions that were asked in the chat during the webinar below.

To view our full updates wiki manual, visit: Updates.

Webinar Recording

Q&A

1) Does the new update apply to Charitylog Starter? (Formally known as Charitylog Local)

2) How do we get access to the test system?

Log into your Live system and go to Cog > Database Operations > Update Replica Database. Tick 'Test' and update. You can then log in by putting the word 'test' at the end of the first level username and first level password. The second level will be the same as the live.

3) We use Crossdata, do these updates apply?

4) Do we have to set the email up for each user or is it system wide?

5) When I click on the cog I only have Outcome and Assessments as an option.

6) Will the sent email appear in reports, to show all contacts made for example?

7) Can you send an email signature before you send it via Charitylog?

8) Is there an option to specify which template stage the outgoing email is on?

9) Does the Email Integration work on shared inboxes?

10) Can you show the phone integration in practise?

11) Can the new KPI report give full details of a client journey, from the point of assessment to it's final conclusion of the client meeting?

12) I have never used the mail merge, I assume that clients contact details are all Bcc'd so others can't see the details?

13) When you sync your email, will your action list automatically sync with your outlook calendar?

14) Are there plans to integration linking SMS messages to cases, similarly to the new update to email?

15) Is test system another name for the training database?