Difference between revisions of "Webinars"
From Charitylog Manual
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| − | |'''Using the Action List''' | + | |'''[https://wiki.dizions.co.uk/index.php/Action_List Using the Action List]''' |
|'''[https://wiki.dizions.co.uk/index.php/Recording_Contacts Record a Contact]''' | |'''[https://wiki.dizions.co.uk/index.php/Recording_Contacts Record a Contact]''' | ||
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Revision as of 11:29, 17 February 2022
Contents
- 1 Actions and Contacts
- 2 GDPR and Consent
- 3 Reporting
- 4 Excel
- 5 Extension Databases
- 6 Clubs and Clinics
- 7 Benefits
- 8 Classification Codes
- 9 User & Group Access
- 10 Projects & Templates
- 11 Outcomes
- 12 Customise Orgs & People
- 13 Relationships
- 14 Standard Letter Templates
- 15 Courses & Qualifications
- 16 Groups & Skills
- 17 Roster/Support Worker Module
- 18 Data Migration
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 | VLOOKUPS |
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 | Adding Members |
| 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 & Templates
| Introduction to Projects | Project Set-up - General Tab | Project Set-up - Record a Contact Tab |
| Referral/Case Templates |
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 | Edit Links |
| Minimum Data Sets | Rules for Anonymous Contacts |
| Other Record Types | Organisations |
Relationships
| Adding Relationships | Managing Relationships |
Standard Letter Templates
| Standard Letter Templates |
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 |
Data Migration
| Job cards |
