Difference between revisions of "Contact Methods"
From Charitylog Manual
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| + | ''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Communication Methods''''' | ||
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| + | [[File:CM_1.png|border]] | ||
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| + | The list of Communication Methods is used for drop-down boxes on the Record a Contact screen (Contact Method and Response Method). It is also used in Clubs and Clinics if the club/clinic/group is set to save completed attendances into the client's History, and on organisation/person Details screens for the "Preferred Method Of Communication" field. | ||
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| + | __TOC__ | ||
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| + | ==Creating/editing Communication Methods== | ||
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| + | Clicking on the menu item will show you all the Communication Methods set up on your system. Click the "Create New Method" button to create a new one (or click the name of an existing one to edit it). | ||
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| + | [[File:CM_2.png|border]] | ||
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| + | You can now enter the following data: | ||
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| + | * Communication Method (name) | ||
| + | * Is this an email method? - this setting governs whether emails or letters are created to people if this method is selected as their Preferred Method of Communication. | ||
| + | * Is this a newsletter delivery method? - this setting governs whether this method can be used as a delivery method in the (deprecated) Newsletter Project feature. | ||
| + | * [[Display Order]] | ||
| + | * Contact In or Contact Out? - there is a special KPI report for this, "Number of Contacts By Contact Method Inwards or Outwards". | ||
| + | * Active Method? - whether the method is available for use on the system or not. | ||
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| + | [[File:CM_3.png|border]] | ||
Revision as of 13:38, 23 April 2015
Location in standard build: Administration > Drop-Down Lists > Communication Methods
The list of Communication Methods is used for drop-down boxes on the Record a Contact screen (Contact Method and Response Method). It is also used in Clubs and Clinics if the club/clinic/group is set to save completed attendances into the client's History, and on organisation/person Details screens for the "Preferred Method Of Communication" field.
Creating/editing Communication Methods
Clicking on the menu item will show you all the Communication Methods set up on your system. Click the "Create New Method" button to create a new one (or click the name of an existing one to edit it).
You can now enter the following data:
- Communication Method (name)
- Is this an email method? - this setting governs whether emails or letters are created to people if this method is selected as their Preferred Method of Communication.
- Is this a newsletter delivery method? - this setting governs whether this method can be used as a delivery method in the (deprecated) Newsletter Project feature.
- Display Order
- Contact In or Contact Out? - there is a special KPI report for this, "Number of Contacts By Contact Method Inwards or Outwards".
- Active Method? - whether the method is available for use on the system or not.
