Difference between revisions of "Contact Management Tab"

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(Orgs & People)
 
(42 intermediate revisions by 3 users not shown)
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[[File:helpheader_small.png|right]]
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[[File:con_management1.jpg|700px|alt="a screenshot of the contact management menu."]]
 
 
[[File:cl_CMT_1.png]]
 
 
 
 
 
Items on the Contact Management tab:
 
  
 
==Activity==
 
==Activity==
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* [[Menu Information Links| Information Links]]
 
* [[Menu Information Links| Information Links]]
 
* [[Record a Contact (Anonymous)]]
 
* [[Record a Contact (Anonymous)]]
* [[Referral Audit]]
+
* [[Case Manager]]
 
* [[Volunteering Diary]]
 
* [[Volunteering Diary]]
 
* [[Volunteer Job Cards]]
 
* [[Volunteer Job Cards]]
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==Orgs & People==
 
==Orgs & People==
  
* [[People/Org records]]
+
* [[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]]
** [[Details Screen|Clients]]
 
** [[Support Workers]]
 
** [[Funders]]
 
** [[Referrers]]
 
** [[Staff]]
 
** [[Suppliers]]
 
** [[Trustees]]
 
** [[Professionals]]
 
** [[Next of Kins]]
 
** [[Carers]]
 
  
 
==Data Operations==
 
==Data Operations==
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:41, 21 August 2017 (BST)
 
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
[[Category:Overviews]]
 

Latest revision as of 14:31, 12 September 2024

"a screenshot of the contact management menu."

Activity

Orgs & People

Data Operations



Helpheader small.png