Difference between revisions of "Quick start guide for users"
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| − | 1) Click your user name, then Edit My Preferences for accessibility controls, like themes, font sizes, access keys etc. You can also set your home page to be the page you use most. | + | 1) Click your user name, then Edit My Preferences, for accessibility controls, like high-contrast themes, font sizes, access keys etc. You can also set your home page to be the page you use most. |
2) The magnifying glass in the top right can be used to search the menu, or type an id number like a client, case, job card or invoice. | 2) The magnifying glass in the top right can be used to search the menu, or type an id number like a client, case, job card or invoice. | ||
Revision as of 13:36, 25 October 2023
Here's a guide to help get you up and running with the system. If you're a system administrator, remember our UK based support team are on-hand to help (all plans except Starter). See the admin quick-start.
Most of what you'll need is in the Contact Management tab in the menu, in particular:
1) The lists of Organisations & People, e.g. Service Users, Volunteers, Funders etc
2) The activity, like the Action_List and Calendar
Other tips
1) Click your user name, then Edit My Preferences, for accessibility controls, like high-contrast themes, font sizes, access keys etc. You can also set your home page to be the page you use most.
2) The magnifying glass in the top right can be used to search the menu, or type an id number like a client, case, job card or invoice.
