Difference between revisions of "Webinars"
From Charitylog Manual
(→Customise Orgs & People) |
|||
Line 147: | Line 147: | ||
|'''Edit Tabs''' | |'''Edit Tabs''' | ||
|'''Minimum Data Sets''' | |'''Minimum Data Sets''' | ||
+ | |'''Adding Other Record Types''' | ||
|- | |- | ||
|{{#ev:youtube|GpLedGV0CoI|400}} | |{{#ev:youtube|GpLedGV0CoI|400}} | ||
|{{#ev:youtube|ACsJS4zxkvw|400}} | |{{#ev:youtube|ACsJS4zxkvw|400}} | ||
+ | |{{#ev:youtube|IqQgOY6isms|400}} | ||
|} | |} | ||
Revision as of 13:04, 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 |
Excel
Pivot Tables | Advanced Reporting with Pivot Charts |
Extension Databases
Extension Database Setup 1/2 | Extension Database Setup 2/2 |
Extension Database Reports |
Setting up an Excel Linked Ext DB |
Clubs and Clinics
Clubs and Clinics Setup | Club and Clinic Monitoring |
Alternative Method for Group Attendance |
Classification Codes
Creating Classification Codes |
User & Group Access
User Access Controls | Group Access | Introduction to See My Own Clients |
Projects
Introduction to 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 | Adding Other Record Types |
Branch Systems
Benefits
Benefits Module |