Difference between revisions of "Webinars"
From Charitylog Manual
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| − | |'''Project Set-up-General | + | |'''Project Set-up - General Tab''' |
| − | |'''Project Set-up-Record a | + | |'''Project Set-up - Record a Contact Tab''' |
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|{{#ev:youtube|I-RsuLHuuDA|400}} | |{{#ev:youtube|I-RsuLHuuDA|400}} | ||
|{{#ev:youtube|r7xq1a3iEtU|400}} | |{{#ev:youtube|r7xq1a3iEtU|400}} | ||
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=Outcomes= | =Outcomes= | ||
Revision as of 12:51, 21 January 2021
Contents
GDPR and Consent
| Changes to Make GDPR easier Part 1 | Changes to Make GDPR easier Part 2 |
| GDPR Settings |
| Cleanse/Anonymise Records | Consent Report |
Reporting
| KPI Report Designer | Blue Folder Lookup | Groups and Skills Report |
Extension Databases
| Extension Database Setup 1/2 | Extension Database Setup 2/2 |
| Setting up an Excel Linked Ext DB |
Excel
| Pivot Tables |
Clubs and Clinics
| Clubs and Clinics Setup | Club and Clinic Monitoring |
| Alternative Method for Group Attendance |
| Extension Database Reports |
Classification Codes
| Creating Classification Codes |
User & Group Access
| User Access Controls | Group Access | Introduction to See My Own Clients |
Projects
| Project Set-up - General Tab | Project Set-up - Record a Contact Tab |
Outcomes
| Ladder Outcome Setup 1/3 | Data Entry of Ladder Outcomes 2/3 | Reporting on Ladder Outcome Data 3/3 |
| Simple Outcomes |
Action List
Customise Orgs & People
| Edit Tabs | Minimum Data Sets |
Branch Systems
Benefits
| Benefits Module |
