Difference between revisions of "Recording Contacts"
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| + | Your Charitylog system has two main purposes: | ||
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| + | # To be a central place to store information about the organisations and people that you work with; | ||
| + | # To allow you to record information about work done with, or on behalf of, those organisations and people. | ||
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| + | In this chapter, we're going to look at number 2. | ||
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| + | __TOC__ | ||
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| + | ==Contacts, Actions and Referrals== | ||
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| + | There are a number of ways to record work done with/for people, but the most common method, that all our customers use, is '''Recording of contacts and actions'''. | ||
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| + | * Contacts = '''work done'''; | ||
| + | * Actions = '''work to be done'''. | ||
Usually, a Contact will not stand alone. It will be part of a group of many Contacts that are all about one particular issue. Therefore, the Contacts can be put in groups. These groups are called '''Referrals'''. | Usually, a Contact will not stand alone. It will be part of a group of many Contacts that are all about one particular issue. Therefore, the Contacts can be put in groups. These groups are called '''Referrals'''. | ||
| − | When a user selects a Project and clicks the "Create New Referrals" button, the Referral is created, and also the first Contact in that referral. | + | When a user clicks the "Record a Contact" button, selects a Project and clicks the "Create New Referrals" button, the Referral is created, and also the first Contact in that referral. |
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Optionally, a user can also create '''Actions'''. Actions are reminders to do a piece of future work, and can be created for oneself or for other members of staff. | Optionally, a user can also create '''Actions'''. Actions are reminders to do a piece of future work, and can be created for oneself or for other members of staff. | ||
Revision as of 14:29, 14 August 2015
Your Charitylog system has two main purposes:
- To be a central place to store information about the organisations and people that you work with;
- To allow you to record information about work done with, or on behalf of, those organisations and people.
In this chapter, we're going to look at number 2.
Contents
Contacts, Actions and Referrals
There are a number of ways to record work done with/for people, but the most common method, that all our customers use, is Recording of contacts and actions.
- Contacts = work done;
- Actions = work to be done.
Usually, a Contact will not stand alone. It will be part of a group of many Contacts that are all about one particular issue. Therefore, the Contacts can be put in groups. These groups are called Referrals.
When a user clicks the "Record a Contact" button, selects a Project and clicks the "Create New Referrals" button, the Referral is created, and also the first Contact in that referral.
Optionally, a user can also create Actions. Actions are reminders to do a piece of future work, and can be created for oneself or for other members of staff.
