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− | [[File:helpheader_small.png|right]]
| + | #REDIRECT [[Record A Contact]] |
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− | ''Location in standard build:'' '''''[[Contact Management Tab]] > Record a Contact (Anonymous)'''''
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− | [[File:cl_RaCA_1.png|border]]
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− | The '''Record a Contact (Anonymous)''' feature can be used to record work done for people who want to remain anonymous, don't want to divulge their personal information, etc.
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− | Clicking on the menu item will take you directly to the [[Project Selection Page]]. Once you've selected the Project and clicked "Create New Referrals", you will be taken to the [[Record a Contact Screen]], but with an extra section at the top where you can enter information about the person that the contact is with.
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− | The fields that appear on this page are defined by the [[Customise_Orgs_%26_People#Minimum_Data_Sets| Minimum Data Sets]], specifically the [[Customise_Orgs_%26_People#Rules_for_Anonymous_Contacts|Rules for Anonymous Contacts]].
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− | [[File:cl_RaCA_2.png|border]] | |
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− | The rest of the page is the same as for an identifiable client.
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− | '''Clients created using the "Record a Contact (Anonymous)" feature have a background flag that marks them as anonymous, so they can be excluded from reports if required.'''
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− | ----
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− | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:21, 15 August 2017 (BST)
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− | [[File:helpheader_small.png|right]]
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− | [[Category:Features]]
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