Difference between revisions of "Contact Management Tab"
From Charitylog Manual
(→Orgs & People) |
(→Orgs & People) |
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==Orgs & People== | ==Orgs & People== | ||
| − | * [[People | + | * [[People and Organisation Record records]] |
** [[Clients]] | ** [[Clients]] | ||
| − | ** [[People | + | ** [[People and Organisation Record records| Carers]] |
** [[Funders]] | ** [[Funders]] | ||
| − | ** [[People | + | ** [[People and Organisation Record records| Next of Kins]] |
** [[Organisations]] | ** [[Organisations]] | ||
| − | ** [[People | + | ** [[People and Organisation Record records| Professionals]] |
| − | ** [[People | + | ** [[People and Organisation Record records| Referrers]] |
| − | ** [[People | + | ** [[People and Organisation Record records| Staff]] |
| − | ** [[People | + | ** [[People and Organisation Record records| Suppliers]] |
| − | ** [[People | + | ** [[People and Organisation Record records| Support Workers]] |
| − | ** [[People | + | ** [[People and Organisation Record records| Trustees]] |
| − | ** [[People | + | ** [[People and Organisation Record records| Volunteers]] |
==Data Operations== | ==Data Operations== | ||
Revision as of 08:35, 10 July 2018
Items on the Contact Management tab:
Activity
- Action List
- Calendar
- Emergency Card Lookup
- Information Links
- Record a Contact (Anonymous)
- Referral Audit
- Volunteering Diary
- Volunteer Job Cards
- Emergency Card Lookup
Orgs & People
Data Operations
Rob Kay - manual author (talk) 16:41, 21 August 2017 (BST)
