Difference between revisions of "Set up guides"
From Charitylog Manual
(→Operational Guides (not related to service users)) |
|||
| Line 5: | Line 5: | ||
=General Guides= | =General Guides= | ||
| − | + | ===[[System Setup Guide| Getting started form Implementation through to set up.]]=== | |
This guide starts from when your order is placed, the implementation period and through the sections required to set the system up. This guide is for Administrators and Managers of the system. | This guide starts from when your order is placed, the implementation period and through the sections required to set the system up. This guide is for Administrators and Managers of the system. | ||
| Line 11: | Line 11: | ||
These guide look at using the various record types to manage operations that are not generally just services to clients. | These guide look at using the various record types to manage operations that are not generally just services to clients. | ||
| − | ==[[Funders#Managing_and_working_with_Funders|Managing and working with funders]]== | + | ===[[Funders#Managing_and_working_with_Funders|Managing and working with funders]]=== |
This guide looks at how to setup the system to manage core and service funding. | This guide looks at how to setup the system to manage core and service funding. | ||
| − | ==[[Using the system to manage basic fundraising]]== | + | ===[[Using the system to manage basic fundraising]]=== |
=Managing Clients and Service Users= | =Managing Clients and Service Users= | ||
Revision as of 11:02, 15 November 2018
On this page you will find practical guides on how to set up the system. These guide will look at different services and activities that you may wish to manage on the system.
Contents
General Guides
Getting started form Implementation through to set up.
This guide starts from when your order is placed, the implementation period and through the sections required to set the system up. This guide is for Administrators and Managers of the system.
These guide look at using the various record types to manage operations that are not generally just services to clients.
Managing and working with funders
This guide looks at how to setup the system to manage core and service funding.
