Difference between revisions of "NoK and Contacts"

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[[File:NaC_1.png|right|border]]
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[[File:NaC_2.jpg|700px|alt="a Next of Kin record in Charitylog, showing the next of kins demographic information in columns"]]
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''Location in standard build:'' '''''Client Details screen > NoK and Contacts'''''
 
  
The NoK (Next of Kin) and Contacts screen allows you to store details of people that are linked to someone who has a full record on your Charitylog system, but without having to create a full record for the next of kin/contact person. NoKs/Contacts can only be linked to one person on your system.
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This section allows you to add Next of Kin details for the main record. The Next of Kin record can be used as an alternate contact for letters, emails and invoices.
  
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To view or edit an existing entry click on the persons name or click "Add new NoK" button to create a new one.
  
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[[File:NaC_3.jpg|700px|alt="a Next of Kin data entry screen in Charitylog. Fields include: name, address, accounts code, emergency contact"|border]]
  
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===Available fields===
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* '''Name''' - Enter the full name.
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* '''Salutation''' - Enter Title and Surname
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* '''Address''' - Address details.
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* '''Date of Birth''' - The person Date of Birth is required.
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* '''Telephone and Email Address'''
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* '''Notes/General Description''' - a text box for any extra information.
  
If your organisation works with/on behalf of someone, they should have a record of their own on Charitylog. The NoK and Contacts feature is only for people who don't need a full record of their own.
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* '''Relationship to Client''' - Select the relationship to the person on the record.
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* '''Is a Keyholder/First Point of Contact (FPoC)/Emergency Contact (FPCE)''' - select as appropriate.
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* '''Accounts Customer Code''' - If the NoK/Contact is to be invoiced for work done for the linked person then an accounts code is required
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* '''Use as Alternate Invoice Address For''' - Specify which of the [[Modules]] the Next of Kin/Contact will receive the invoices for. This is used with the [[Modules| Invoicing Module]] for client based cost centres.  The cost centre checks if the 'Client' has an alternate payee.
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If you wish to remove the Next of Kin/Contact click the 'Delete' button and select 'OK' on the confirmation popup.  To save the changes click the 'Save Details' button.
  
Clicking on the link will take you to a screen which displays any NoKs and Contacts for that person.
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[[File:helpheader_small.png|right]]
[[File:NaC_2.png|border]]
 
 
 
 
 
To see the details of each person, click on their name, or click "Add new NoK" to add a new one. This will take you to a screen where you can view/edit their full details.
 
 
 
[[File:NaC_3.png|border]]
 
 
 
 
 
===Available fields===
 
 
 
* '''Name''' - full name can be entered here (NoKs/Contacts only have one Name field, there is no separate Surname & Forename).
 
* '''Salutation''' - Fill in manually, or click the blue button to automatically create a salutation based on the entry in the Name field.
 
* '''Address fields'''
 
* '''Date of Birth'''
 
* '''Relationship to Client''' - driven by the [[Relationships]] drop-down list.
 
* '''Is a Keyholder/First Point of Contact (FPoC)/Emergency Contact (FPCE)''' - select as appropriate. These will be displayed on the previous screen, i.e. the one which displays all of the client's NoKs/Contacts.
 
* '''Telephone and Email Address'''
 
* '''General Details''' - a text box for any extra information
 
* '''Accounts Customer Code''' - if the NoK/Contact is to be invoiced for work done for the linked person
 
* '''Use as Alternate Invoice Address For''' - choose which framework the NoK/Contact is to be invoiced for.
 

Latest revision as of 10:15, 6 February 2024

"a Next of Kin record in Charitylog, showing the next of kins demographic information in columns"

This section allows you to add Next of Kin details for the main record. The Next of Kin record can be used as an alternate contact for letters, emails and invoices.

To view or edit an existing entry click on the persons name or click "Add new NoK" button to create a new one.

"a Next of Kin data entry screen in Charitylog. Fields include: name, address, accounts code, emergency contact"

Available fields

  • Name - Enter the full name.
  • Salutation - Enter Title and Surname
  • Address - Address details.
  • Date of Birth - The person Date of Birth is required.
  • Telephone and Email Address
  • Notes/General Description - a text box for any extra information.
  • Relationship to Client - Select the relationship to the person on the record.
  • Is a Keyholder/First Point of Contact (FPoC)/Emergency Contact (FPCE) - select as appropriate.
  • Accounts Customer Code - If the NoK/Contact is to be invoiced for work done for the linked person then an accounts code is required
  • Use as Alternate Invoice Address For - Specify which of the Modules the Next of Kin/Contact will receive the invoices for. This is used with the Invoicing Module for client based cost centres. The cost centre checks if the 'Client' has an alternate payee.

If you wish to remove the Next of Kin/Contact click the 'Delete' button and select 'OK' on the confirmation popup. To save the changes click the 'Save Details' button.


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