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| − | [[File:helpheader_small.png|right]] | + | #REDIRECT [[Organisations and People]] |
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| − | After searching for an organisation/person, e.g. a Client, you will see the matching results shown on screen.
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| − | [[File:SearchRes_1.png|border]]
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| − | __TOC__
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| − | ==Number of results shown==
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| − | If your search has returned more than 200 results, the results will be displayed over more than one page. A message at the top of the screen will alert you to this, and the arrow buttons allow you to skip forwards or backwards through the results.
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| − | [[File:SearchRes_2.png|border]]
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| − | ==Total record matches==
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| − | As you'd expect, any search returns matches from within the Type that you searched for - for example, if you search for clients named "Jones", you would expect to only get results for clients, not volunteers, staff etc.
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| − | However, if there are matches within the other Types of organisations/people on the system, there will be a message to alert you to this, with a "Search All" button to see these other matching people/organisations. If you searched for clients named "Jones" and saw 2 results, but with a message saying "There were 5 total record matches in Charitylog", that means "there are 2 clients called 'Jones', but there are also 3 other organisations or people called 'Jones' ". Clicking the "Search All" button will allow you to see these other results.
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| − | [[File:SearchRes_3.png|border]]
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| − | =="New" tab and the "Create New" button==
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| − | Once you have run a search, you can then choose to create a new record of the Type you searched (i.e. if you were searching Clients, these buttons will create a new Client record).
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| − | [[File:SearchRes_4.png|border]]
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| − | [[File:SearchRes_5.png|border]]
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| − | =="Search" tab==
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| − | This tab will return you to the search form again, if you want to change or amend your search.
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| − | [[File:SearchRes_6.png|border]]
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| − | =="Record a Contact (for a new client)" button==
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| − | '''''Only visible when searching for clients.'''''
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| − | The "Record a Contact (for a new client)" button creates a new record (for a person) and then goes straight to recording a Contact, thereby starting a new Referral, for that newly-created person.
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| − | The button is intended to be used when a user has searched for a client and failed to find them on the system. The user can then create the client and record their first Action for the client.
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| − | When used, this button will show a custom data entry screen based on the [[Input Field Rules]] set up on the system (rather than a full blank client record, as the "Create New" button would).
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| − | [[File:SearchRes_7.png|border]]
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| − | ==Details of matching organisations/people==
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| − | Finally, any organisations/people that match the search that you ran will be shown, along with some basic information about them. For Clients, the following information is shown:
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| − | * Name (assembled from the Title, Forename(s) and Surname fields)
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| − | * Telephone number (main and mobile)
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| − | * Email address
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| − | * Address
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| − | * Postcode
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| − | * Date of birth
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| − | [[File:SearchRes_8.png|border]]
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| − | ----
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| − | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:35, 13 May 2015 (BST)
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