Difference between revisions of "Contact"
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| − | '''Contacts''' are a fundamental part of | + | '''Contacts''' are a fundamental part of the system. The most common way of logging the fact that you've done something '''with''' or '''for''' someone is to "Record a Contact" with that person. You do this using the [[Record a Contact Screen]]. When you save the information that you enter on that screen, a Contact is created, and linked to that person. (You can also create an [[Action]] on the Record a Contact Screen.) |
'''Contacts''' are individual records of work done. They are grouped together in [[Referral]]s - every Contact is created linked to a Referral, and a Contact can't be linked to more than one Referral. When you "Record a Contact", that Contact is either created to link to a Referral that already exists, or if it's the first Contact in a new Referral, the Referral is created automatically. Each Referral is linked to one [[Project]], so each Contact within that Referral is linked to that Project. | '''Contacts''' are individual records of work done. They are grouped together in [[Referral]]s - every Contact is created linked to a Referral, and a Contact can't be linked to more than one Referral. When you "Record a Contact", that Contact is either created to link to a Referral that already exists, or if it's the first Contact in a new Referral, the Referral is created automatically. Each Referral is linked to one [[Project]], so each Contact within that Referral is linked to that Project. | ||
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A Contact is linked to an Organisation/Person (as the person who "received" the contact) and a User (as the person who "did" the contact). | A Contact is linked to an Organisation/Person (as the person who "received" the contact) and a User (as the person who "did" the contact). | ||
| − | Each Contact has various attributes that you can report on later - | + | Each Contact has various attributes that you can report on later - such as: |
* Date | * Date | ||
* Time | * Time | ||
* Duration | * Duration | ||
| − | * [[Contact Method]] | + | * [[Contact Methods|Contact Method]] |
* Details of contact ''(this is a piece of text entered by the user)'' | * Details of contact ''(this is a piece of text entered by the user)'' | ||
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[[Category:Glossary]] | [[Category:Glossary]] | ||
Latest revision as of 13:13, 1 May 2024
Contacts are a fundamental part of the system. The most common way of logging the fact that you've done something with or for someone is to "Record a Contact" with that person. You do this using the Record a Contact Screen. When you save the information that you enter on that screen, a Contact is created, and linked to that person. (You can also create an Action on the Record a Contact Screen.)
Contacts are individual records of work done. They are grouped together in Referrals - every Contact is created linked to a Referral, and a Contact can't be linked to more than one Referral. When you "Record a Contact", that Contact is either created to link to a Referral that already exists, or if it's the first Contact in a new Referral, the Referral is created automatically. Each Referral is linked to one Project, so each Contact within that Referral is linked to that Project.
A Contact is linked to an Organisation/Person (as the person who "received" the contact) and a User (as the person who "did" the contact).
Each Contact has various attributes that you can report on later - such as:
- Date
- Time
- Duration
- Contact Method
- Details of contact (this is a piece of text entered by the user)
...plus many more. You can choose which of these should be mandatory for a user to enter on the Record a Contact tab of Project Details. You can choose, for each Project, how the Contacts that link to that Project should be captured.
