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| + | Next of Kin records can be used by adding a NOK via the NOK section on a client record. This option automatically creates a new NOK record under contact management. You can only create a NOK record via this section, as it's not possible to link a client to an existing NOK. |
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| − | The Next of Kin records are automatically created from Next of Kins that are entered under the [[NOK link]]. allows you to record details about you core funders, this would also include those that fund service users. Within the record there are various options that are available to help you keep track of funding and applications:
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| − | * '''Projects''' - Projects can be setup to store contacts and work undertaken with funding applications with key dates for re-application. See [[Project Set Up]] for details.
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| − | * '''Templates''' - Templates can be use to help manage the work flow of applications or tenders. See [[Referral Templates]] for full details.
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| − | * '''Extension Databases''' - You can create custom fields to record details of core funding and any other funding types. You may wish to include items like donations or legacies, or these funders can be kept separate in a different record type if preferred.
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| − | * '''Paying Invoices (requires [[Modules| Invoicing Module]]''' - Funders can be used for direct payments to invoice for work provided to service users.
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| − | =Hardcoded features=
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| − | * '''Invoicing''' - The funder record is hardcoded to work with cost centres in the [[Modules| Invoicing Module]]. Simply use the accounts code field to activate.
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| − | * '''Funded Work''' - With the accounts code and funder details the funders are used with [[Modules| Funded Work module]].
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| − | * '''Project Funding''' - Used for the Funding tab for the project funding options, including Project Funding Streams.
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| − | See [[Managing and working with Funders]] for additional information on managing funders.
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Latest revision as of 12:22, 1 May 2024
Next of Kin records can be used by adding a NOK via the NOK section on a client record. This option automatically creates a new NOK record under contact management. You can only create a NOK record via this section, as it's not possible to link a client to an existing NOK.
