Difference between revisions of "NoK and Contacts"
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===Available fields=== | ===Available fields=== | ||
| − | * '''Name''' - full name | + | * '''Name''' - Enter the full name. |
| − | * '''Salutation''' - | + | * '''Salutation''' - Enter Title and Surname |
| − | * '''Address | + | * '''Address''' - Address details. |
| − | * '''Date of Birth | + | * '''Date of Birth''' - The person Date of Birth is required. |
| − | |||
| − | |||
* '''Telephone and Email Address''' | * '''Telephone and Email Address''' | ||
| − | * '''General | + | * '''Notes/General Description''' - a text box for any extra information. |
| − | * '''Accounts Customer Code''' - | + | |
| − | * '''Use as Alternate Invoice Address For''' - | + | * '''Relationship to Client''' - Select the relationship to the person on the record. |
| + | * '''Is a Keyholder/First Point of Contact (FPoC)/Emergency Contact (FPCE)''' - select as appropriate. | ||
| + | * '''Accounts Customer Code''' - If the NoK/Contact is to be invoiced for work done for the linked person then an accounts code is required | ||
| + | * '''Use as Alternate Invoice Address For''' - Specify which of the [[Modules]] the Next of Kin/Contact will receive the invoices for. This is used with the [[Modules| Invoicing Module]] for client based cost centres. The cost centre checks if the 'Client' has an alternate payee. | ||
Revision as of 07:46, 3 July 2018
Location in standard build: Client Details screen > NoK and Contacts (or from any other Organisation/Person's Details screen)
The NoK (Next of Kin) and Contacts screen allows you to store details of people that are linked to someone who has a full record on your Charitylog system, but without having to create a full record for the next of kin/contact person. NoKs/Contacts can only be linked to one person on your system.
If your organisation works with/on behalf of someone, they should have a record of their own on Charitylog. The NoK and Contacts feature is only for people who don't need a full record of their own.
Clicking on the link at the bottom of a Details screen will take you to a screen which displays any NoKs and Contacts for that person.
To see the details of each person, click on their name, or click "Add new NoK" to add a new one. This will take you to a screen where you can view/edit their full details.
Available fields
- Name - Enter the full name.
- Salutation - Enter Title and Surname
- Address - Address details.
- Date of Birth - The person Date of Birth is required.
- Telephone and Email Address
- Notes/General Description - a text box for any extra information.
- Relationship to Client - Select the relationship to the person on the record.
- Is a Keyholder/First Point of Contact (FPoC)/Emergency Contact (FPCE) - select as appropriate.
- Accounts Customer Code - If the NoK/Contact is to be invoiced for work done for the linked person then an accounts code is required
- Use as Alternate Invoice Address For - Specify which of the Modules the Next of Kin/Contact will receive the invoices for. This is used with the Invoicing Module for client based cost centres. The cost centre checks if the 'Client' has an alternate payee.
