Integrations
From Charitylog Manual
Integrating Charitylog or Crossdata with other systems
Integrations are where 2 systems "talk" to each other, for 2 main reasons:
- To streamline multiple processes
- To negate the need to enter the same information twice in 2 systems
Streamline multiple processes
An example of this is the Loqate integration. This adds a button next to each postcode, and shows a list of matching addresses to save time when creating client records.
