Difference between revisions of "Recording Contacts (Administrator guide)"
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==Templates== | ==Templates== | ||
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| + | As well as simply recording contacts using the "Record a Contact" screen, Charitylog allows you to use templates to fill in information on the "Record a Contact" screen automatically, so users don't have to spend so long doing data entry. You can also take templates a step further and use '''multi-status templates''', which allow your users to pick a progress stage from a drop-down list; the sleected | ||
===Altering templates on an active system=== | ===Altering templates on an active system=== | ||
Revision as of 14:48, 25 March 2013
Contents
Recording Contacts
Recording contacts is the heart of the Charitylog system. When users record contacts, two things are happening;
- Users get a way to log a "case history" and assign work to themselves or others, now or at a later date
- These contacts, and associated information, are recorded for producing reports.
This double-sided approach is key to the implementation of your Charitylog system, and is the reason that Charitylog is intended to be used by everyone in the office, every day - including volunteers, handypeople, and so on! The more people there are making use of the office functionality, the more information is going in for reporting. It is very difficult to have good reporting if there is no benefit in it for the end users. If you were to ask a whole organisation to start logging everything they do, they would rightly complain that it would be far too much work! Charitylog allows the process of logging data to be entirely linked with the process of day-to-day work, so the users of the system benefit by using it.
Templates
As well as simply recording contacts using the "Record a Contact" screen, Charitylog allows you to use templates to fill in information on the "Record a Contact" screen automatically, so users don't have to spend so long doing data entry. You can also take templates a step further and use multi-status templates, which allow your users to pick a progress stage from a drop-down list; the sleected
