Difference between revisions of "Contact Management Tab"

From Charitylog Manual
Jump to: navigation, search
(Activity)
(Activity)
(29 intermediate revisions by one other user not shown)
Line 1: Line 1:
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
__NOTOC__
 
  
 
[[File:cl_CMT_1.png]]
 
[[File:cl_CMT_1.png]]
 
  
 
Items on the Contact Management tab:
 
Items on the Contact Management tab:
Line 12: Line 10:
 
* [[Calendar]]
 
* [[Calendar]]
 
* [[Emergency Card Lookup]]
 
* [[Emergency Card Lookup]]
* [[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]]
Line 21: Line 19:
 
==Orgs & People==
 
==Orgs & People==
  
* [[Organisations]]
+
* [[People and Organisation Records]]
* [[Volunteers]]
+
** [[Clients]]
* [[Details Screen|Clients]]
+
** [[Carers and Dependents]]
* [[Support Workers]]
+
** [[Funders]]
* [[Funders]]
+
** [[Next of Kins]]
* [[Referrers]]
+
** [[Organisations]]
* [[Staff]]
+
** [[Organisations and People| Professionals]]
* [[Suppliers]]
+
** [[Organisations and People| Referrers]]
* [[Trustees]]
+
** [[Staff]]
* [[Professionals]]
+
** [[Organisations and People| Suppliers]]
* [[Next of Kins]]
+
** [[Roster Workers]]
* [[Carers]]
+
** [[Organisations and People| Trustees]]
* [[Emergency Card Lookup]]
+
** [[Volunteers]]
  
 
==Data Operations==
 
==Data Operations==
Line 43: Line 41:
  
 
----
 
----
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:41, 21 August 2017 (BST)
 
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
[[Category:Overviews]]
 

Revision as of 11:11, 25 February 2020

Helpheader small.png

Cl CMT 1.png

Items on the Contact Management tab:

Activity

Orgs & People

Data Operations



Helpheader small.png