Difference between revisions of "Webinars"

From Charitylog Manual
Jump to: navigation, search
(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

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

Roster Module