Difference between revisions of "NoK and Contacts"
From Charitylog Manual
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[[File:NaC_1.png|right|border]] | [[File:NaC_1.png|right|border]] | ||
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| + | This section allows you to add Next of Kin or key contact details for the main record. This will appear in the relationship manager and can be used as an alternate contact for letters, emails and invoices. | ||
[[File:NaC_2.png|border]] | [[File:NaC_2.png|border]] | ||
| − | + | To view or edit an existing entry click on the persons name or click "Add new NoK" button to create a new one. | |
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[[File:NaC_3.png|border]] | [[File:NaC_3.png|border]] | ||
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===Available fields=== | ===Available fields=== | ||
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* '''Name''' - Enter the full name. | * '''Name''' - Enter the full name. | ||
* '''Salutation''' - Enter Title and Surname | * '''Salutation''' - Enter Title and Surname | ||
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* '''Accounts Customer Code''' - If the NoK/Contact is to be invoiced for work done for the linked person then an accounts code is required | * '''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. | * '''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. | ||
| + | If you wish to remove the Next of Kin/Contact click the 'Delete' button and select 'OK' on the confirmation popup. To save the changes click the 'Save Details' button. | ||
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Revision as of 07:52, 3 July 2018
This section allows you to add Next of Kin or key contact details for the main record. This will appear in the relationship manager and can be used as an alternate contact for letters, emails and invoices.
To view or edit an existing entry click on the persons name or click "Add new NoK" button to create a new one.
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.
If you wish to remove the Next of Kin/Contact click the 'Delete' button and select 'OK' on the confirmation popup. To save the changes click the 'Save Details' button.
