Difference between revisions of "Contact Management Tab"
From Charitylog Manual
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| − | [[File: | + | [[File:con_management1.jpg|700px|alt="a screenshot of the contact management menu."]] |
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==Activity== | ==Activity== | ||
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* [[Menu Information Links| Information Links]] | * [[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]] | ||
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==Orgs & People== | ==Orgs & People== | ||
| − | * [[People | + | * [[People and Organisation Records]] |
| + | ** [[Clients]] | ||
| + | ** [[Carers and Dependents]] | ||
| + | ** [[Funders]] | ||
| + | ** [[Next of Kins]] | ||
** [[Organisations]] | ** [[Organisations]] | ||
| + | ** [[Organisations and People| Professionals]] | ||
| + | ** [[Organisations and People| Referrers]] | ||
| + | ** [[Staff]] | ||
| + | ** [[Organisations and People| Suppliers]] | ||
| + | ** [[Roster Workers]] | ||
| + | ** [[Organisations and People| Trustees]] | ||
** [[Volunteers]] | ** [[Volunteers]] | ||
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==Data Operations== | ==Data Operations== | ||
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
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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
