Difference between revisions of "Handyperson Referrals"
From Charitylog Manual
(Replaced content with "right The Handyperson Referral Lists will display the referrals created from Record A Contact. At the top of the page you will find the...") |
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[[File:HPRef_searchcrit.PNG]] | [[File:HPRef_searchcrit.PNG]] | ||
| − | * '''Own or All Users''' - | + | * '''Own or All Users''' - When the referral is created via [[Record A Contact]] a user was specified to who is to manage the HP Referral. The 'Own or All Users' list allows you to view the referrals by the specified user or all users. |
| − | * '''Days to Show into Past ''' - | + | * '''Days to Show into Past ''' - The number of days in the past to search from. |
| − | * '''All or Some''' - | + | * '''All or Some''' - Specifies what type of referrals to display, All, Incomplete, Completed, Unassigned or Cancelled. |
| − | * '''List Order ''' - | + | * '''List Order ''' - Specifies how the results are |
* ''''Detailed Search' button''' - | * ''''Detailed Search' button''' - | ||
* ''''List Again' button''' - | * ''''List Again' button''' - | ||
Revision as of 13:44, 9 August 2018
The Handyperson Referral Lists will display the referrals created from Record A Contact. At the top of the page you will find the search criteria tab:
- Own or All Users - When the referral is created via Record A Contact a user was specified to who is to manage the HP Referral. The 'Own or All Users' list allows you to view the referrals by the specified user or all users.
- Days to Show into Past - The number of days in the past to search from.
- All or Some - Specifies what type of referrals to display, All, Incomplete, Completed, Unassigned or Cancelled.
- List Order - Specifies how the results are
- 'Detailed Search' button -
- 'List Again' button -
