Difference between revisions of "Contact Management Tab"

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(Orgs & People)
 
(24 intermediate revisions by 3 users not shown)
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[[File:helpheader_small.png|right]]
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[[File:con_management1.jpg|700px|alt="a screenshot of the contact management menu."]]
 
 
[[File:cl_CMT_1.png]]
 
 
 
 
 
Items on the Contact Management tab:
 
  
 
==Activity==
 
==Activity==
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* [[Menu Information Links| Information Links]]
 
* [[Menu Information Links| Information Links]]
 
* [[Record a Contact (Anonymous)]]
 
* [[Record a Contact (Anonymous)]]
* [[Referral Audit]]
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* [[Case Manager]]
 
* [[Volunteering Diary]]
 
* [[Volunteering Diary]]
 
* [[Volunteer Job Cards]]
 
* [[Volunteer Job Cards]]
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** [[Carers and Dependents]]
 
** [[Carers and Dependents]]
 
** [[Funders]]
 
** [[Funders]]
** [[People and Organisation Records| Next of Kins]]
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** [[Next of Kins]]
 
** [[Organisations]]
 
** [[Organisations]]
** [[People and Organisation Records| Professionals]]
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** [[Organisations and People| Professionals]]
** [[People and Organisation Records| Referrers]]
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** [[Organisations and People| Referrers]]
 
** [[Staff]]
 
** [[Staff]]
** [[People and Organisation Records| Suppliers]]
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** [[Organisations and People| Suppliers]]
** [[People and Organisation Records| Support Workers]]
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** [[Roster Workers]]
** [[People and Organisation Records| Trustees]]
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** [[Organisations and People| Trustees]]
** [[People and Organisation Records| Volunteers]]
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** [[Volunteers]]
  
 
==Data Operations==
 
==Data Operations==

Latest revision as of 14:31, 12 September 2024

"a screenshot of the contact management menu."

Activity

Orgs & People

Data Operations



Helpheader small.png