Difference between revisions of "Webinars"
From Charitylog Manual
(→User & Group Access) |
(→Action List) |
||
| Line 1: | Line 1: | ||
| − | = | + | =Actions and Contacts= |
{| class="wikitable" | {| class="wikitable" | ||
|'''Using the Action List''' | |'''Using the Action List''' | ||
| + | |'''Record a Contact''' | ||
|- | |- | ||
|{{#ev:youtube|3PWc-W8t-rM|400}} | |{{#ev:youtube|3PWc-W8t-rM|400}} | ||
| + | {{#ev:youtube|uME_SaezJu4|400}} | ||
|} | |} | ||
Revision as of 15:45, 21 January 2021
Contents
Actions and Contacts
| Using the Action List | Record a Contact |
GDPR and Consent
| Changes to Make GDPR easier Part 1 | Changes to Make GDPR easier Part 2 |
| GDPR Settings | Consent Rules |
| Cleanse/Anonymise Records | Consent Report |
Reporting
| KPI Report Designer | Blue Folder Lookup |
| Collaborative Reporting |
Excel
| Pivot Tables | Advanced Reporting with Pivot Charts |
Extension Databases
| Extension Database Setup 1/2 | Extension Database Setup 2/2 |
| Extension Database Reports |
| Setting up an Excel Linked Ext DB |
Clubs and Clinics
| Clubs and Clinics Setup | Club and Clinic Monitoring |
| Alternative Method for Group Attendance |
Benefits
| Benefits Module |
Classification Codes
| Creating Classification Codes |
User & Group Access
| User Access Controls | Group Access | See My Own Clients |
| Using Charitylog for HR | Managing Volunteer Records |
Projects
| Introduction to Projects | Project Set-up - General Tab | Project Set-up - Record a Contact Tab |
Outcomes
| Ladder Outcome Setup 1/3 | Data Entry of Ladder Outcomes 2/3 | Reporting on Ladder Outcome Data 3/3 |
| Simple Outcomes |
Customise Orgs & People
| Edit Fields | Edit Tabs | Adding Other Record Types |
| Minimum Data Sets | Rules for Anonymous Contacts |
Courses & Qualifications
| Courses & Qualifications | Courses & Qualifications Report |
Groups & Skills
| Groups & Skills Report |
Roster/Support Worker Module
| Creating a Plan | Confirm Work Schedules | Complete Work Schedules |
| Job cards | Payroll and Invoicing for SW Jobs |
