Difference between revisions of "Clients"
From Charitylog Manual
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
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__TOC__ | __TOC__ | ||
=Introduction= | =Introduction= | ||
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| − | * Projects to record work | + | The "Client" record type is primarily used for registering the main person that your organisation supports. Client is the default name provided, but the system can be tailored to suit your terminology using the [[Customise Orgs & People]] function. You can then record information such as: |
| − | * Contact history linked to the | + | |
| − | * | + | * Referring the Client record to Projects to record any work that has been completed with/for them. |
| − | * Extension | + | |
| − | * Carer/Cared and personal relationships. | + | * Any Contact history linked to the Client using the projects that have been set up in [[Project Set Up]] |
| + | |||
| + | * Recording any outcomes from their projects. | ||
| + | |||
| + | * Creating custom Extension Databases for recording information that can't be found in a standard field. | ||
| + | |||
| + | * For recording and keeping a record of their Carer/Cared Fors and personal relationships such as spouse or parent. | ||
| + | |||
| + | You can use [[Customise Orgs & People]] to choose the default sections, widgets and fields you want to display on the record. You can modify each record type according to their uses. | ||
| + | |||
| + | =Features= | ||
| + | * '''Customise Orgs & People''' - In [[Customise Orgs & People]] you can specify which fields, widgets, sections and Organisation wide rules you want to apply to that specific record type. | ||
| − | You can | + | * '''Relationships and Carer/Cared Fors''' - You can link multiple records together if they are mutually connected either as a family member or a Carer/Cared For using [[Relationships]]. |
| − | + | * '''Carer Assignments''' - Charities/organisations in the care industry will be on the Carer version of Charitylog. The difference between the Carer and the default version of Charitylog is simply that the carer version of Charitylog refers to the Carer as Client and the person they look after is called a Dependent record. The default version refers to the main record as Client and has its own record type for their Carer. It does not have the Dependent record type. | |
| − | * ''' | ||
| − | |||
| + | See [[Set_up_guides#Managing_Clients_and_Service_Users| Set up guides]] for further details on managing service users. | ||
| + | ---- | ||
| − | + | [[File:helpheader_small.png|right]] | |
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Latest revision as of 11:41, 2 January 2025
Contents
Introduction
The "Client" record type is primarily used for registering the main person that your organisation supports. Client is the default name provided, but the system can be tailored to suit your terminology using the Customise Orgs & People function. You can then record information such as:
- Referring the Client record to Projects to record any work that has been completed with/for them.
- Any Contact history linked to the Client using the projects that have been set up in Project Set Up
- Recording any outcomes from their projects.
- Creating custom Extension Databases for recording information that can't be found in a standard field.
- For recording and keeping a record of their Carer/Cared Fors and personal relationships such as spouse or parent.
You can use Customise Orgs & People to choose the default sections, widgets and fields you want to display on the record. You can modify each record type according to their uses.
Features
- Customise Orgs & People - In Customise Orgs & People you can specify which fields, widgets, sections and Organisation wide rules you want to apply to that specific record type.
- Relationships and Carer/Cared Fors - You can link multiple records together if they are mutually connected either as a family member or a Carer/Cared For using Relationships.
- Carer Assignments - Charities/organisations in the care industry will be on the Carer version of Charitylog. The difference between the Carer and the default version of Charitylog is simply that the carer version of Charitylog refers to the Carer as Client and the person they look after is called a Dependent record. The default version refers to the main record as Client and has its own record type for their Carer. It does not have the Dependent record type.
See Set up guides for further details on managing service users.
