Difference between revisions of "Contact Management Tab"
From Charitylog Manual
(→Orgs & People) |
(→Orgs & People) |
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==Orgs & People== | ==Orgs & People== | ||
− | * [[Organisations]] | + | * [[People/Org records]] |
− | * [[Volunteers]] | + | ** [[Organisations]] |
− | * [[Details Screen|Clients]] | + | ** [[Volunteers]] |
− | * [[Support Workers]] | + | ** [[Details Screen|Clients]] |
− | * [[Funders]] | + | ** [[Support Workers]] |
− | * [[Referrers]] | + | ** [[Funders]] |
− | * [[Staff]] | + | ** [[Referrers]] |
− | * [[Suppliers]] | + | ** [[Staff]] |
− | * [[Trustees]] | + | ** [[Suppliers]] |
− | * [[Professionals]] | + | ** [[Trustees]] |
+ | ** [[Professionals]] | ||
* [[Next of Kins]] | * [[Next of Kins]] | ||
− | * [[Carers | + | ** [[Carers]] |
− | |||
==Data Operations== | ==Data Operations== |
Revision as of 08:00, 14 June 2018
Items on the Contact Management tab:
Activity
- Action List
- Calendar
- Emergency Card Lookup
- Information Links
- Record a Contact (Anonymous)
- Referral Audit
- Volunteering Diary
- Volunteer Job Cards
- Emergency Card Lookup
Orgs & People
Data Operations
Rob Kay - manual author (talk) 16:41, 21 August 2017 (BST)