Difference between revisions of "Handyperson Referrals"
From Charitylog Manual
| Line 1: | Line 1: | ||
[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| − | 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: | + | The Handyperson Referral Lists will display the referrals created from [[Record A Contact]] and is used to manage the referrals and create the Handyperson jobs. At the top of the page you will find the search criteria tab: |
[[File:HPRef_searchcrit.PNG]] | [[File:HPRef_searchcrit.PNG]] | ||
Revision as of 14:23, 9 August 2018
The Handyperson Referral Lists will display the referrals created from Record A Contact and is used to manage the referrals and create the Handyperson jobs. 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 displayed.
- 'Detailed Search' button - The detailed search allows you to search with more criteria, see Detailed Search for details.
- 'List Again' button -
Detailed Search
