Publications

From Charitylog Manual
Revision as of 15:26, 27 December 2017 by Kcarver (talk | contribs) (Setup)
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Location in standard build: Administration > Standard Document Setup > Publication Setup > Publications

The Publications feature allows you to list publications that you give out to organisations and people. Users can then record when they have been given out, from an option on the Record a Contact screen.


Setup

Clicking on the menu item will take you to the list of Publications on your system, if there are any. Click on "Enter New Publication" to create a new one.

File:Pubs.PNG


You can now enter:

  • Name of the publication
  • A description*
  • Author*
  • Category
  • Organisation the publication is associated with*
  • Language
  • Number*
  • Electronic?*
  • Source File Name* - to help users find the relevant file for printing
  • Sale Price*
  • Display order
  • Active?
* These fields have no reporting output

Reporting Outputs

Data that users enter on the Record a Contact screen is displayed on the Publications Issued Report.


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Rob Kay - manual author (talk) 15:15, 13 November 2014 (GMT)