Difference between revisions of "Groups & Skills"
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Groups and Skills are a useful and versatile system to add people and organisations to multiple categories. It can be used to add, interests to Service Users, Skill sets and job roles to staff and volunteers, memberships and other groupings. Associated with Groups and Skills is a reporting system to looking at various aspects of when people have been added to these groups/skills. From here you can look at the records in these categories as well as run data extracts and mail merges. | Groups and Skills are a useful and versatile system to add people and organisations to multiple categories. It can be used to add, interests to Service Users, Skill sets and job roles to staff and volunteers, memberships and other groupings. Associated with Groups and Skills is a reporting system to looking at various aspects of when people have been added to these groups/skills. From here you can look at the records in these categories as well as run data extracts and mail merges. | ||
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| + | From the example below you can see that each Group/Skill has been prefixed. These prefixes will allow you to tailor the list to include multiple types of groups/skills. | ||
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Revision as of 13:10, 6 March 2018
Groups and Skills are a useful and versatile system to add people and organisations to multiple categories. It can be used to add, interests to Service Users, Skill sets and job roles to staff and volunteers, memberships and other groupings. Associated with Groups and Skills is a reporting system to looking at various aspects of when people have been added to these groups/skills. From here you can look at the records in these categories as well as run data extracts and mail merges.
From the example below you can see that each Group/Skill has been prefixed. These prefixes will allow you to tailor the list to include multiple types of groups/skills.
