Difference between revisions of "Contact"
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| − | '''Contacts''' are a fundamental part of | + | '''Contacts''' are a fundamental part of the system. The most common way of logging the fact that you've done something '''with''' or '''for''' someone is to "Record a Contact" with that person. You do this using the [[Record a Contact Screen]]. When you save the information that you enter on that screen, a Contact is created, and linked to that person. (You can also create an [[Action]] on the Record a Contact Screen.) |
'''Contacts''' are individual records of work done. They are grouped together in [[Referral]]s - every Contact is created linked to a Referral, and a Contact can't be linked to more than one Referral. When you "Record a Contact", that Contact is either created to link to a Referral that already exists, or if it's the first Contact in a new Referral, the Referral is created automatically. Each Referral is linked to one [[Project]], so each Contact within that Referral is linked to that Project. | '''Contacts''' are individual records of work done. They are grouped together in [[Referral]]s - every Contact is created linked to a Referral, and a Contact can't be linked to more than one Referral. When you "Record a Contact", that Contact is either created to link to a Referral that already exists, or if it's the first Contact in a new Referral, the Referral is created automatically. Each Referral is linked to one [[Project]], so each Contact within that Referral is linked to that Project. | ||
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 17:16, 31 August 2017 (BST) | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 17:16, 31 August 2017 (BST) | ||
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| − | [[Category:Glossary | + | [[Category:Glossary] |
Revision as of 12:10, 24 July 2018
Contacts are a fundamental part of the system. The most common way of logging the fact that you've done something with or for someone is to "Record a Contact" with that person. You do this using the Record a Contact Screen. When you save the information that you enter on that screen, a Contact is created, and linked to that person. (You can also create an Action on the Record a Contact Screen.)
Contacts are individual records of work done. They are grouped together in Referrals - every Contact is created linked to a Referral, and a Contact can't be linked to more than one Referral. When you "Record a Contact", that Contact is either created to link to a Referral that already exists, or if it's the first Contact in a new Referral, the Referral is created automatically. Each Referral is linked to one Project, so each Contact within that Referral is linked to that Project.
A Contact is linked to an Organisation/Person (as the person who "received" the contact) and a User (as the person who "did" the contact).
Each Contact has various attributes that you can report on later - among them:
- Date
- Time
- Duration
- Contact Method
- Details of contact (this is a piece of text entered by the user)
...plus many more. You can choose which of these should be mandatory for a user to enter on the Record a Contact tab of Project Details. You can choose, for each Project, how the Contacts that link to that Project should be captured.
Rob Kay - manual author (talk) 17:16, 31 August 2017 (BST)
[[Category:Glossary]
