Difference between revisions of "Webinars"

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|'''Using the Action List'''
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|'''[https://wiki.dizions.co.uk/index.php/Action_List Using the Action List]'''
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|'''Record a Contact'''
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|'''[https://wiki.dizions.co.uk/index.php/Recording_Contacts Record a Contact]'''
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|{{#ev:youtube|3PWc-W8t-rM|400}}
 
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=GDPR and Consent=
 
=GDPR and Consent=

Revision as of 11:25, 17 February 2022

Actions and Contacts

Using the Action List Record a Contact

GDPR and Consent

Changes to Make GDPR easier Part 1 Changes to Make GDPR easier Part 2
GDPR Settings Consent Rules
Cleanse/Anonymise Records Consent Report

Reporting

KPI Report Designer Blue Folder Lookup
Collaborative Reporting

Excel

Pivot Tables Advanced Reporting with Pivot Charts VLOOKUPS

Extension Databases

Extension Database Setup 1/2 Extension Database Setup 2/2
Extension Database Reports
Setting up an Excel Linked Ext DB


Clubs and Clinics

Clubs and Clinics Setup Adding Members
Club and Clinic Monitoring Alternative Method for Group Attendance

Benefits

Benefits Module


Classification Codes

Creating Classification Codes

User & Group Access

User Access Controls Group Access See My Own Clients
Using Charitylog for HR Managing Volunteer Records

Projects & Templates

Introduction to Projects Project Set-up - General Tab Project Set-up - Record a Contact Tab
Referral/Case Templates

Outcomes

Ladder Outcome Setup 1/3 Data Entry of Ladder Outcomes 2/3 Reporting on Ladder Outcome Data 3/3
Simple Outcomes


Customise Orgs & People

Edit Fields Edit Tabs Edit Links
Minimum Data Sets Rules for Anonymous Contacts
Other Record Types Organisations

Relationships

Adding Relationships Managing Relationships

Standard Letter Templates

Standard Letter Templates

Courses & Qualifications

Courses & Qualifications Courses & Qualifications Report

Groups & Skills

Groups & Skills Report

Roster/Support Worker Module

Creating a Plan Confirm Work Schedules Complete Work Schedules
Job cards Payroll and Invoicing for SW Jobs

Data Migration

Job cards
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