Difference between revisions of "Contact Management Tab"
From Charitylog Manual
| Line 21: | Line 21: | ||
* [[People/Org records]] | * [[People/Org records]] | ||
| − | + | ||
| − | |||
** [[People/Org records| Clients]] | ** [[People/Org records| Clients]] | ||
| − | ** [[People/Org records| | + | ** [[People/Org records| Carers]] |
** [[People/Org records| Funders]] | ** [[People/Org records| Funders]] | ||
| + | ** [[People/Org records| Next of Kins]] | ||
| + | ** [[Organisations]] | ||
| + | ** [[People/Org records| Professionals]] | ||
** [[People/Org records| Referrers]] | ** [[People/Org records| Referrers]] | ||
** [[People/Org records| Staff]] | ** [[People/Org records| Staff]] | ||
** [[People/Org records| Suppliers]] | ** [[People/Org records| Suppliers]] | ||
| + | ** [[People/Org records| Support Workers]] | ||
** [[People/Org records| Trustees]] | ** [[People/Org records| Trustees]] | ||
| − | ** [[People/Org records| | + | ** [[People/Org records| Volunteers]] |
| − | |||
| − | |||
==Data Operations== | ==Data Operations== | ||
Revision as of 06:46, 3 July 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)
