Difference between revisions of "Portal/Webforms - Settings"

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(Created page with "If your Organisation has a portal (sending/receiving referrals to/from another Charitylog system) you will be able to control the settings here. The first section will displa...")
 
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If your Organisation has a portal (sending/receiving referrals to/from another Charitylog system) you will be able to control the settings here.  The first section will display the organisations which you have a portal to send referrals to.  The second section displays the organisations you receive referrals from.
 
If your Organisation has a portal (sending/receiving referrals to/from another Charitylog system) you will be able to control the settings here.  The first section will display the organisations which you have a portal to send referrals to.  The second section displays the organisations you receive referrals from.
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===Organisations you send referrals to===
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[[File:Portal_send.PNG]]
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The receiver's database name cannot be changed, this is the name of the system you can send to.  Each receiver will need a record setup as an Organisation, which can be found under the Contact Management menu.

Revision as of 09:47, 28 December 2017

If your Organisation has a portal (sending/receiving referrals to/from another Charitylog system) you will be able to control the settings here. The first section will display the organisations which you have a portal to send referrals to. The second section displays the organisations you receive referrals from.

Organisations you send referrals to

File:Portal send.PNG

The receiver's database name cannot be changed, this is the name of the system you can send to. Each receiver will need a record setup as an Organisation, which can be found under the Contact Management menu.