Difference between revisions of "Template:Rac3clients"
From Charitylog Manual
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It is most common to record contacts with Clients, but you can also record contacts with Volunteers, Organisations and so on. We'll look at recording contacts with Clients first, then consider other types of Organisation/People at the end of this section. The most common scenario when using Charitylog is that you want to record a contact with a client, who may or may not already be on the system. Remember that when your organisation starts using Charitylog, you all share the same pool of clients, so a client may well be on the system even if you haven't personally dealt with them before. | It is most common to record contacts with Clients, but you can also record contacts with Volunteers, Organisations and so on. We'll look at recording contacts with Clients first, then consider other types of Organisation/People at the end of this section. The most common scenario when using Charitylog is that you want to record a contact with a client, who may or may not already be on the system. Remember that when your organisation starts using Charitylog, you all share the same pool of clients, so a client may well be on the system even if you haven't personally dealt with them before. | ||
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===Entering a Referrer=== | ===Entering a Referrer=== | ||
====Adding a new Referrer when recording a contact==== | ====Adding a new Referrer when recording a contact==== | ||
Revision as of 10:17, 30 December 2012
Recording contacts with clients
It is most common to record contacts with Clients, but you can also record contacts with Volunteers, Organisations and so on. We'll look at recording contacts with Clients first, then consider other types of Organisation/People at the end of this section. The most common scenario when using Charitylog is that you want to record a contact with a client, who may or may not already be on the system. Remember that when your organisation starts using Charitylog, you all share the same pool of clients, so a client may well be on the system even if you haven't personally dealt with them before.
