Difference between revisions of "Webinars"
From Charitylog Manual
Alanconway (talk | contribs) m (→Actions and Contacts) |
Alanconway (talk | contribs) m (→Actions and Contacts) |
||
Line 2: | Line 2: | ||
{| class="wikitable" | {| class="wikitable" | ||
− | |''' | + | |'''Using the Action List''' |
− | |''' | + | |'''Record a Contact''' |
+ | |- | ||
+ | |{{#ev:youtube|3PWc-W8t-rM|400}} | ||
+ | |{{#ev:youtube|uME_SaezJu4|400}} | ||
+ | |} | ||
=GDPR and Consent= | =GDPR and Consent= |
Revision as of 11:27, 17 February 2022
Contents
- 1 Actions and Contacts
- 2 GDPR and Consent
- 3 Reporting
- 4 Excel
- 5 Extension Databases
- 6 Clubs and Clinics
- 7 Benefits
- 8 Classification Codes
- 9 User & Group Access
- 10 Projects & Templates
- 11 Outcomes
- 12 Customise Orgs & People
- 13 Relationships
- 14 Standard Letter Templates
- 15 Courses & Qualifications
- 16 Groups & Skills
- 17 Roster/Support Worker Module
- 18 Data Migration
Actions and Contacts
Using the Action List | Record a Contact |
GDPR and Consent
Changes to Make GDPR easier Part 1 | Changes to Make GDPR easier Part 2 |
GDPR Settings | Consent Rules |
Cleanse/Anonymise Records | Consent Report |
Reporting
KPI Report Designer | Blue Folder Lookup |
Collaborative Reporting |
Excel
Pivot Tables | Advanced Reporting with Pivot Charts | VLOOKUPS |
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 | Adding Members |
Club and Clinic Monitoring | Alternative Method for Group Attendance |
Benefits
Benefits Module |
Classification Codes
Creating Classification Codes |
User & Group Access
User Access Controls | Group Access | See My Own Clients |
Using Charitylog for HR | Managing Volunteer Records |
Projects & Templates
Introduction to Projects | Project Set-up - General Tab | Project Set-up - Record a Contact Tab |
Referral/Case Templates |
Outcomes
Ladder Outcome Setup 1/3 | Data Entry of Ladder Outcomes 2/3 | Reporting on Ladder Outcome Data 3/3 |
Simple Outcomes |
Customise Orgs & People
Edit Fields | Edit Tabs | Edit Links |
Minimum Data Sets | Rules for Anonymous Contacts |
Other Record Types | Organisations |
Relationships
Adding Relationships | Managing Relationships |
Standard Letter Templates
Standard Letter Templates |
Courses & Qualifications
Courses & Qualifications | Courses & Qualifications Report |
Groups & Skills
Groups & Skills Report |
Roster/Support Worker Module
Creating a Plan | Confirm Work Schedules | Complete Work Schedules |
Job cards | Payroll and Invoicing for SW Jobs |
Data Migration
Job cards |