Difference between revisions of "Handyperson Referrals"
From Charitylog Manual
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The Handyperson Referral Lists will display the referrals created from [[Record A Contact]] and is used to manage the referrals and create the Handyperson jobs. At the top of the page you will find the search criteria tab: | The Handyperson Referral Lists will display the referrals created from [[Record A Contact]] and is used to manage the referrals and create the Handyperson jobs. At the top of the page you will find the search criteria tab: | ||
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* '''List Order ''' - Specifies how the results are displayed. | * '''List Order ''' - Specifies how the results are displayed. | ||
* ''''Detailed Search' button''' - The detailed search allows you to search with more criteria, see [[Handyperson Referrals#Detailed Search|Detailed Search]] for details. | * ''''Detailed Search' button''' - The detailed search allows you to search with more criteria, see [[Handyperson Referrals#Detailed Search|Detailed Search]] for details. | ||
| − | * ''''List Again' button''' - | + | * ''''List Again' button''' - This will refresh the search results with the criteria entered. |
=Detailed Search= | =Detailed Search= | ||
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Revision as of 10:09, 10 August 2018
=Handyperson
The Handyperson Referral Lists will display the referrals created from Record A Contact and is used to manage the referrals and create the Handyperson jobs. At the top of the page you will find the search criteria tab:
- Own or All Users - When the referral is created via Record A Contact a user was specified to who is to manage the HP Referral. The 'Own or All Users' list allows you to view the referrals by the specified user or all users.
- Days to Show into Past - The number of days in the past to search from.
- All or Some - Specifies what type of referrals to display, All, Incomplete, Completed, Unassigned or Cancelled.
- List Order - Specifies how the results are displayed.
- 'Detailed Search' button - The detailed search allows you to search with more criteria, see Detailed Search for details.
- 'List Again' button - This will refresh the search results with the criteria entered.
Detailed Search
