Difference between revisions of "Information Links"
| Line 1: | Line 1: | ||
| − | + | Information Links are a way of categorising the organisations on your system so that you can find an appropriate organisation to signpost someone to, even if you do not know the full list of organisations that are available. | |
| + | |||
| + | __TOC__ | ||
| + | |||
| + | |||
| + | ==Accessing the Information Links feature== | ||
| − | |||
Clicking on the "Information Links" item in the "Options" section of the Record a Contact screen... | Clicking on the "Information Links" item in the "Options" section of the Record a Contact screen... | ||
Revision as of 10:27, 23 April 2014
Information Links are a way of categorising the organisations on your system so that you can find an appropriate organisation to signpost someone to, even if you do not know the full list of organisations that are available.
Contents
Accessing the Information Links feature
Clicking on the "Information Links" item in the "Options" section of the Record a Contact screen...
...will bring you to the Information Links lookup screen.
You can now specify a main heading and a subheading to see which organisations might be suitable to signpost to. In the screenshot, a main category of "Building (Internal)" has been specified, and then a subheading of "Plumbers".
Click on "Find Selected Organisations" to see the results of the heading/subheading that you have specified, along with extra functionality.
You now have options to:
Add the names of the organisation(s) to the Record a Contact text
You would use this if you are giving out the details of the organisation(s) to a client.
Tick the boxes of the relevant organisations in the "Add to Record a Contact?" column:
Then click the "Add to Contact" button.
This will automatically write text in the "Details of Contact" box.
Mail Merge Letters
Print selected names and contact details
This feature, and the "Print All Names" feature, can be used to print a list for the client of the names and contact details of the matching organisations.
Tick the boxes of the relevant organisations in the "Include In Printed List?" column:
Then click the "Print Selected" button.
This will print a list of the contact details for these organisations, as an Information Report, which you can print or email to the client.
Print the names and contact details of all organisations in the category
When the matching organisations are displayed, you can print all of the matching names at once without having to specify the ones that you want.
Instead of selecting certain organisations, just click the "Print All Names" button.
This will print all of the names and contact details of the matching organisations.
