Difference between revisions of "NoK and Contacts"

Revision as of 16:20, 2 October 2014

Client Details screen > NoK and Contacts Accessed from a link on the bottom of the Client Details screen.

File:NaC 1.png

The NoK (Next of Kin) and Contacts screen allows you to store details of people that are linked to someone who has a full record on your Charitylog system, but without having to create a full record for the next of kin/contact person. NoKs/Contacts can only be linked to one person on your system.

If you work with the other person, they should have a record of their own on Charitylog. The NoK and Contacts feature is only for people who don't need a full record of their own.

Clicking on the link will take you to a screen which displays any NoKs and Contacts for that person.

File:NaC 2.png

To see the details of each person, click on their name, or click "Add new NoK" to add a new one. This will take you to a screen where you can view/edit their full details.

File:NaC 3.png

Available fields

• Name - full name can be entered here (NoKs/Contacts only have one Name field, there is no separate Surname & Forename).
• Salutation - Fill in manually, or click the blue button to automatically create a salutation based on the entry in the Name field.
• Address fields
• Date of Birth
• Relationship to Client -