Revision as of 10:30, 1 September 2017

Welcome to the Charitylog manual.

The links below will take you to an overview chapter for each section. From there, you can find more detailed pages on specific parts of the system as necessary. Blue links are articles - click on the link to read more about that subject. If you know the subject you are looking for, you can use the search box, which appears at the top right of every page on this system.

If you can't find what you need, please give our support team a call on 01989 763 691. A manual is useful, but a conversation is even better! We want to make sure that you get the best use possible from your system, so please call us if you need to.

If you are a customer, remember that telephone support is included in your support fee; there is no charge for calling us (apart from the cost of a national rate phone call).

We are also happy to provide extra training days if required - one of our consultants can visit your office and run through anything you need to, one-to-one.

Getting started with Charitylog

• Quick Start Guide for Users

• Quick Start Guide for Administrators

• Quick Start Guide for Chief Executives

Using Charitylog

• Organisations And People - How Charitylog stores information about Organisations and People that you work with

• Recording Contacts - Recording interactions with people using Charitylog

• Simple Assignments - Using Charitylog to assign one person to another - usually used with volunteers.

• Clubs And Clinics Module - Using the Clubs and Clinics module to manage attendances at all sorts of activities

• Support Worker Module - setting up and running the Support Worker module

• Handyperson Module - Setting up and running the Handyperson module

• Outcomes - different types of Outcomes you may need to fill in on your Charitylog system

• Reports - Using Charitylog's reports to get information about your organisation's activity.

• Tables (Excel) - interpreting spreadsheets using Pivot Tables in Microsoft Excel

Configuring Charitylog

Click the headings to read each overview.

• Projects (Administrator guide) - How to use Projects.

• Organisations And People (Administrator guide) - Different types of organisations and people within the Charitylog system.

• Recording Contacts (Administrator guide) - Setting up your Charitylog system so that users can record contacts efficiently and easily.

• Office Functionality (Administrator guide) - Ways that Charitylog helps organisations run on a day-to-day basis, and how to set up these parts of the system.

• Extension Database Setup - Setting up Extension Databases to extend the functionality of your Charitylog system.

• Assessments (Administrator guide)] - How to set up and use Assessment Forms.

• Clubs And Clinics Module (Administrator guide) - Setting up the Clubs and Clinics module.

• Support Worker Module (Administrator guide) - Setting up the Support Worker module.

• Handyperson Module (Administrator guide) - Setting up the Handyperson module.

• Accounts Module (Administrator guide) - Setting up the Accounts module.

• Outcomes (Administrator guide) - Setting up Outcomes and how to use them.

• Reports (Administrator guide) - Using Charitylog to provide a range of reports on all aspects of your activity.

• Add-ons - Add-on, third party software available to enhance your Charitylog system.

• Portals - Using a Charitylog system that feeds to, and/or takes data from, other linked organisations using Charitylog.

• User Access Management - How to use the various access control measures in Charitylog to stay in control of who can use what on the system.

Other content

FAQs

Data Migration Guide

- Rob Kay (site admin)