Difference between revisions of "Handyperson Referrals"
From Charitylog Manual
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==Detailed Search== | ==Detailed Search== | ||
| + | [[File:HPREF_detailedsearch.PNG]] | ||
| + | * '''Referral Reference Number''' - You can enter the main referral number created by the record a | ||
| + | * '''Handyperson Referral Number''' - | ||
| + | * '''Handyperson Job Card Number''' - | ||
| + | * '''Referral Date From and To''' - | ||
| + | * '''Referral Date (To)''' - | ||
| + | * '''Client Name''' - | ||
| + | * '''Report Order''' - | ||
| + | * '''Keep These Criteria?''' - | ||
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
Revision as of 10:28, 10 August 2018
Handyperson Referrals
The Handyperson Referral Lists will display the referrals created from Record A Contact and is used to manage the referrals and create the Handyperson jobs. At the top of the page you will find the search criteria tab:
- Own or All Users - When the referral is created via Record A Contact a user was specified to who is to manage the HP Referral. The 'Own or All Users' list allows you to view the referrals by the specified user or all users.
- Days to Show into Past - The number of days in the past to search from.
- All or Some - Specifies what type of referrals to display, All, Incomplete, Completed, Unassigned or Cancelled.
- List Order - Specifies how the results are displayed.
- 'Detailed Search' button - The detailed search allows you to search with more criteria, see Detailed Search for details.
- 'List Again' button - This will refresh the search results with the criteria entered.
Detailed Search
- Referral Reference Number - You can enter the main referral number created by the record a
- Handyperson Referral Number -
- Handyperson Job Card Number -
- Referral Date From and To -
- Referral Date (To) -
- Client Name -
- Report Order -
- Keep These Criteria? -
