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From Charitylog Manual
Contents
Actions and Contacts
Using the Action List | Record a Contact |
GDPR and Consent
Changes to Make GDPR easier Part 1 | Changes to Make GDPR easier Part 2 |
GDPR Settings | Consent Rules |
Cleanse/Anonymise Records | Consent Report |
Reporting
KPI Report Designer | Blue Folder Lookup |
Collaborative Reporting |
Excel
Pivot Tables | Advanced Reporting with Pivot Charts |
Extension Databases
Extension Database Setup 1/2 | Extension Database Setup 2/2 |
Extension Database Reports |
Setting up an Excel Linked Ext DB |
Clubs and Clinics
Clubs and Clinics Setup | Club and Clinic Monitoring |
Alternative Method for Group Attendance |
Benefits
Benefits Module |
Classification Codes
Creating Classification Codes |
User & Group Access
User Access Controls | Group Access | See My Own Clients |
Using Charitylog for HR | Managing Volunteer Records |
Projects
Introduction to Projects | Project Set-up - General Tab | Project Set-up - Record a Contact Tab |
Outcomes
Ladder Outcome Setup 1/3 | Data Entry of Ladder Outcomes 2/3 | Reporting on Ladder Outcome Data 3/3 |
Simple Outcomes |
Customise Orgs & People
Edit Fields | Edit Tabs | Adding Other Record Types |
Minimum Data Sets | Rules for Anonymous Contacts |
Courses & Qualifications
Courses & Qualifications | Courses & Qualifications Report |
Groups & Skills
Groups & Skills Report |
Roster/Support Worker Module
Creating a Plan | Confirm Work Schedules | Complete Work Schedules |
Job cards | Payroll and Invoicing for SW Jobs |