Difference between revisions of "Referral Templates"
From Charitylog Manual
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Revision as of 08:51, 1 May 2018
Contents
Introduction
Project templates are used when you wish to specify stages of a referral/case or a process to be followed (workflow). They can be used to simplify caseloads for users giving them prompts of what is needed to be done and what is due next. Templates are also required if you are using the Funded Work Module.
