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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.

This flow chart shows the process for recording contacts on Charitylog. Disclaimer: the process of Recording Contacts can differ widely between organisations, because you will be using it the best way that fits you. Your administrators will have decided on some options which have a bearing on how the process looks to you, the end user. This means that there will be things in this section of the manual which you might not use. Don't worry and don't get disheartened, and if you need help, give us a call.

This flow chart is an attempt to cover all the bases, but there are some sections which need further explanation. We'll go through these in detail later on.