Difference between revisions of "Contact Management Tab"

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(Orgs & People)
(Activity)
(6 intermediate revisions by one other user not shown)
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[[File:cl_CMT_1.png]]
 
[[File:cl_CMT_1.png]]
 
  
 
Items on the Contact Management tab:
 
Items on the Contact Management tab:
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* [[Menu Information Links| Information Links]]
 
* [[Menu Information Links| Information Links]]
 
* [[Record a Contact (Anonymous)]]
 
* [[Record a Contact (Anonymous)]]
* [[Referral Audit]]
+
* [[Case Manager]]
 
* [[Volunteering Diary]]
 
* [[Volunteering Diary]]
 
* [[Volunteer Job Cards]]
 
* [[Volunteer Job Cards]]
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* [[People and Organisation Records]]
 
* [[People and Organisation Records]]
 
** [[Clients]]
 
** [[Clients]]
** [[People and Organisation Records| Carers and Dependents]]
+
** [[Carers and Dependents]]
 
** [[Funders]]
 
** [[Funders]]
** [[People and Organisation Records| Next of Kins]]
+
** [[Next of Kins]]
 
** [[Organisations]]
 
** [[Organisations]]
** [[People and Organisation Records| Professionals]]
+
** [[Organisations and People| Professionals]]
** [[People and Organisation Records| Referrers]]
+
** [[Organisations and People| Referrers]]
 
** [[Staff]]
 
** [[Staff]]
** [[People and Organisation Records| Suppliers]]
+
** [[Organisations and People| Suppliers]]
** [[People and Organisation Records| Support Workers]]
+
** [[Roster Workers]]
** [[People and Organisation Records| Trustees]]
+
** [[Organisations and People| Trustees]]
** [[People and Organisation Records| Volunteers]]
+
** [[Volunteers]]
  
 
==Data Operations==
 
==Data Operations==

Revision as of 11:11, 25 February 2020

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Cl CMT 1.png

Items on the Contact Management tab:

Activity

Orgs & People

Data Operations



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