Difference between revisions of "Referral Edit"
From Charitylog Manual
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Revision as of 13:51, 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.
The general referra
