Difference between revisions of "Allocated Organisations And People Report"
From Charitylog Manual
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The Allocated Organisations and People report looks at the records that have been attached to referrals via the Additional Organisation or Person setting. | The Allocated Organisations and People report looks at the records that have been attached to referrals via the Additional Organisation or Person setting. | ||
| − | [[File:allocated_person1.jpg| | + | This is when you've defined the record type in the project, as per the setting in the screenshot below. |
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| + | [[File:allocated_person1.jpg|600px|alt="a screenshot of the project set up page, where you can define the additional organisation or person for a project."]] | ||
| + | |||
| + | This then allows you to allocate a record to the referral via the Record a Contact screen. | ||
Revision as of 15:01, 9 October 2024
The Allocated Organisations and People report looks at the records that have been attached to referrals via the Additional Organisation or Person setting.
This is when you've defined the record type in the project, as per the setting in the screenshot below.
This then allows you to allocate a record to the referral via the Record a Contact screen.
