Difference between revisions of "Contact Management Tab"
From Charitylog Manual
(Created page with "right __NOTOC__ border Items on the Contact Management tab: ==Activity== * Action List * Calendar * Informat...") |
|||
| (51 intermediate revisions by 4 users not shown) | |||
| Line 1: | Line 1: | ||
| − | [[File: | + | [[File:con_management1.jpg|700px|alt="a screenshot of the contact management menu."]] |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
==Activity== | ==Activity== | ||
| Line 11: | Line 5: | ||
* [[Action List]] | * [[Action List]] | ||
* [[Calendar]] | * [[Calendar]] | ||
| − | * [[Information Links]] | + | * [[Emergency Card Lookup]] |
| + | * [[Menu Information Links| Information Links]] | ||
* [[Record a Contact (Anonymous)]] | * [[Record a Contact (Anonymous)]] | ||
| − | * [[ | + | * [[Case Manager]] |
* [[Volunteering Diary]] | * [[Volunteering Diary]] | ||
* [[Volunteer Job Cards]] | * [[Volunteer Job Cards]] | ||
| Line 20: | Line 15: | ||
==Orgs & People== | ==Orgs & People== | ||
| − | * [[ | + | * [[People and Organisation Records]] |
| − | * [[ | + | ** [[Clients]] |
| − | * [[ | + | ** [[Carers and Dependents]] |
| − | * [[ | + | ** [[Funders]] |
| − | * [[ | + | ** [[Next of Kins]] |
| − | * [[ | + | ** [[Organisations]] |
| − | * [[ | + | ** [[Organisations and People| Professionals]] |
| − | * [[ | + | ** [[Organisations and People| Referrers]] |
| − | * [[ | + | ** [[Staff]] |
| − | * [[ | + | ** [[Organisations and People| Suppliers]] |
| − | * [[ | + | ** [[Roster Workers]] |
| − | * [[ | + | ** [[Organisations and People| Trustees]] |
| − | * [[ | + | ** [[Volunteers]] |
==Data Operations== | ==Data Operations== | ||
* [[Anonymise Records]] | * [[Anonymise Records]] | ||
| − | * [[Delete Referrals]] | + | * [[Delete Referrals and Actions|Delete Referrals]] |
* [[Extended Orgs & People List]] | * [[Extended Orgs & People List]] | ||
---- | ---- | ||
| − | |||
[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| − | |||
Latest revision as of 14:31, 12 September 2024
Activity
- Action List
- Calendar
- Emergency Card Lookup
- Information Links
- Record a Contact (Anonymous)
- Case Manager
- Volunteering Diary
- Volunteer Job Cards
- Emergency Card Lookup
Orgs & People
Data Operations
