Difference between revisions of "Contact Methods"
From Charitylog Manual
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The list of Communication Methods are used when [[Recording Contacts]] (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. | The list of Communication Methods are used when [[Recording Contacts]] (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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[[File:CM_2.png|border]] | [[File:CM_2.png|border]] | ||
| − | + | ==Creating/Editing== | |
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| − | + | Click on an existing method to edit it or click the 'Create New Method' button to create a new one. | |
| + | You can now enter/edit the following details: | ||
| − | + | *Contact method | |
| + | *Show as "contact method" in Record a Contact | ||
| + | *Show as "response method" in Record a Contact | ||
| + | *Is this a contact in or contact out method (or N/A) | ||
| + | *Is this an email method? | ||
| + | *Is this a cancellation method? | ||
| + | *Displayed in Reports? | ||
| + | *Displayed in Calendar? | ||
| + | *Display order | ||
| + | *Active method? | ||
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| − | + | Click the 'Save Details' button to continue. | |
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| + | ==Merging== | ||
| + | You can merge marital statuses together if you wish to reduce your options. This will also update any record using the statuses. To merge follow the steps below; | ||
| + | # Click on the first status | ||
| + | # Click the 'here' link (Click here to Merge Maritals) If you wish to change the details of the record you have selected, this need to be saved first. | ||
| + | # Select the Status you wish to merge in the drop down list. | ||
| + | # Click the 'Merge Data' button. | ||
| + | # Click 'cancel' to abort the change or 'OK' to continue. '''This cannot be undone!''' | ||
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 14:48, 23 April 2015 (BST) | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 14:48, 23 April 2015 (BST) | ||
Revision as of 09:04, 19 April 2018
The list of Communication Methods are used when Recording Contacts (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
Click on an existing method to edit it or click the 'Create New Method' button to create a new one.
You can now enter/edit the following details:
- Contact method
- Show as "contact method" in Record a Contact
- Show as "response method" in Record a Contact
- Is this a contact in or contact out method (or N/A)
- Is this an email method?
- Is this a cancellation method?
- Displayed in Reports?
- Displayed in Calendar?
- Display order
- Active method?
Click the 'Save Details' button to continue.
Merging
You can merge marital statuses together if you wish to reduce your options. This will also update any record using the statuses. To merge follow the steps below;
- Click on the first status
- Click the 'here' link (Click here to Merge Maritals) If you wish to change the details of the record you have selected, this need to be saved first.
- Select the Status you wish to merge in the drop down list.
- Click the 'Merge Data' button.
- Click 'cancel' to abort the change or 'OK' to continue. This cannot be undone!
Rob Kay - manual author (talk) 14:48, 23 April 2015 (BST)
