Difference between revisions of "Recording Contacts"

Revision as of 14:59, 14 August 2015

Your Charitylog system has two main purposes:

1. To be a central place to store information about the organisations and people that you work with;
2. To allow you to record information about work done with, or on behalf of, those organisations and people.

In this chapter, we're going to look at number 2.

Contacts, Actions and Referrals

There are a number of ways to record work done with/for people, but the most common method, that all our customers use, is Recording of contacts and actions.

• Contacts = work done;
• Actions = work to be done.

Usually, a Contact will not stand alone. It will be part of a group of many Contacts that are all about one particular issue. Therefore, the Contacts can be put in groups. These groups are called Referrals.

When a user clicks the "Record a Contact" button, selects a Project and clicks the "Create New Referrals" button, the Referral is created, and also the first Contact in that referral.

Creating Referrals with the "Record a Contact" button

The Record a Contact button is shown at the top right of an organisation/person's Details screen.

Once you have clicked this button the next screen has two sections:

Existing Referrals section

If there are any outstanding Actions awaiting completion for this org/person, they will be displayed in the Existing Referrals section.

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You can also expand this section by clicking the "Show All Referrals" button:

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This will show all referrals, whether they are completed or not - i.e. even if there is no outstanding action waiting, the "Show All" button will show all referrals for this client. The button now changes to "Show Outstanding Only".

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Existing referrals are shown with the option to add Extra Info or a Further Action.

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Optionally, a user can also create Actions. Actions are reminders to do a piece of future work, and can be created for oneself or for other members of staff.