Difference between revisions of "Contact Methods"

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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.
 
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==Creating/Editing==
 
==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.
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Click on an existing status to edit it or click the 'Enter New Marital Status' button to create a new one.
  
 
You can now enter/edit the following details:
 
You can now enter/edit the following details:
  
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*Contact method - Name of the method.
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* Marital Status Name
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*Show as "contact method" in Record a Contact - This is used in the top section when [[Recording Contacts]].
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* Notes (for information on this screen only; these notes are not output on any report)
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*Show as "response method" in Record a Contact - This is used in the bottom section in when [[Recording Contacts]].
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* [[Display Order]] in the drop down list
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*Is this a contact in or contact out method (or N/A) - This can be used with a KPI for contacts in and out.
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* Active Marital Status? - whether this Marital Status is to be available for use on the system or not
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*Is this an email method? - Used for activating email options for mail merges when set as Preferred Method of Contact.
 
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*Is this a cancellation method? - Records as a cancellation rather than a contact, used for appointments and attendances.
 
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*Displayed in Reports? - Determines if this is included in reports as a contact.
 
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*Displayed in Calendar? - Determines if actions set to this method will be displayed in the main calendar.
 
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*Display order - The order in which the method is displayed in a drop down, see [[Display Order]] for further details.
 
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*Active method? - When set to yes this method can be used and reported on.
 
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Click the 'Save Details' button to continue.
 
Click the 'Save Details' button to continue.
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==Merging==
 
==Merging==
  
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You can merge methods together if you wish to reduce your options.  This will also update any record using the methods.  To merge follow the steps below;
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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;
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# Click on the first method. If you wish to change the details of the record you have selected, this need to be saved first.
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# Click on the first status
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# Click the 'here' link (Click here to Merge Methods).
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# 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.
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# Select the Method you wish to merge in the drop down list.
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# Select the Status you wish to merge in the drop down list.
 
# Click the 'Merge Data' button.
 
# Click the 'Merge Data' button.
 
# Click 'cancel' to abort the change or 'OK' to continue.  '''This cannot be undone!'''
 
# Click 'cancel' to abort the change or 'OK' to continue.  '''This cannot be undone!'''
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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]

Revision as of 12:03, 19 April 2018

Helpheader small.png


File:MS 1.png

Creating/Editing

Click on an existing status to edit it or click the 'Enter New Marital Status' button to create a new one.

You can now enter/edit the following details:

  • Marital Status Name
  • Notes (for information on this screen only; these notes are not output on any report)
  • Display Order in the drop down list
  • Active Marital Status? - whether this Marital Status is to be available for use on the system or not

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;

  1. Click on the first status
  2. 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.
  3. Select the Status you wish to merge in the drop down list.
  4. Click the 'Merge Data' button.
  5. Click 'cancel' to abort the change or 'OK' to continue. This cannot be undone!


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