Difference between revisions of "Referral Edit"
From Charitylog Manual
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'''It is important that if any of the contacts/actions are being edited then they must be individually saved prior to changes to the referral. If you edit a contact and save the referral, the edit will be lost. If you edit the referral and save a contact then the edit for the referral will be lost.''' | '''It is important that if any of the contacts/actions are being edited then they must be individually saved prior to changes to the referral. If you edit a contact and save the referral, the edit will be lost. If you edit the referral and save a contact then the edit for the referral will be lost.''' | ||
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| + | =Referral Section= | ||
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| + | The referral section is displayed in a summarised view and split to two main sections, the general referral details and additional information. | ||
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| + | [[File:REFedit_refsection.PNG]] | ||
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
Revision as of 13:01, 17 January 2019
Contents
Introduction
The referral edit screen is used to make changes to an existing referral/case or a specific contact. The edit screen is accessed in various locations by clicking on a referral number. The screen is broken up into three main sections, referral section, contacts/actions and outcomes.
It is important that if any of the contacts/actions are being edited then they must be individually saved prior to changes to the referral. If you edit a contact and save the referral, the edit will be lost. If you edit the referral and save a contact then the edit for the referral will be lost.
Referral Section
The referral section is displayed in a summarised view and split to two main sections, the general referral details and additional information.
