Difference between revisions of "Quick start guide for users"
From Charitylog Manual
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Here's a guide to help get you up and running with the system. If you're a system administrator, remember our UK based support team are on-hand to help (all plans except Starter). See [[Quick_Start_Guide_for_System_Administrators|the admin quick-start]]. | Here's a guide to help get you up and running with the system. If you're a system administrator, remember our UK based support team are on-hand to help (all plans except Starter). See [[Quick_Start_Guide_for_System_Administrators|the admin quick-start]]. | ||
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| + | == Navigation == | ||
| + | Most of what you'll need is in the Contact Management tab in the menu, in particular: | ||
| + | 1) The lists of Organisations & People, e.g. Service Users, Volunteers, Funders etc | ||
| + | 2) The activity, like the [[Action_List]] and [[Calendar]] | ||
Revision as of 13:12, 25 October 2023
Here's a guide to help get you up and running with the system. If you're a system administrator, remember our UK based support team are on-hand to help (all plans except Starter). See the admin quick-start.
Most of what you'll need is in the Contact Management tab in the menu, in particular: 1) The lists of Organisations & People, e.g. Service Users, Volunteers, Funders etc 2) The activity, like the Action_List and Calendar
