Difference between revisions of "Project Selection Page"

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Revision as of 14:35, 2 September 2016

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Location in standard build: Click "Record a Contact" on any Organisation/Person's Details Screen

The Project Selection Page is used to choose a parent Project for a new Referral.

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Which Projects are shown

Depending on which Type of Organisation/Person you are starting a Referral for, you will probably see different Projects available. Only those Projects which are available to the relevant Type (as set on the [[Project_Details_-_Types_Of_Orgs_&_People_tab|"Types of Orgs & People" tab in Project Settings) will be displayed.


Templates

Referral Templates are shown in red on this page.