Difference between revisions of "Contact Management Tab"

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=Introduction to Records and Record Types=
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[[File:cl_CMT_1.png]]
  
The system uses Records Types to enable you to work with different types of people and organisations.  Each record type can be configured as required:
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Items on the Contact Management tab:
* '''Renamed''' - Each record can be renamed as required.
 
* '''Tabs''' - Pages on the record to contain fields.
 
* '''Fields''' - Each tab can be configured to display required fields.
 
* '''Blue Links''' - Facilities and tools at the bottom of the record.
 
* '''Additional Record Types''' - Bespoke record types can be added.
 
To make any of the changes listed above please see [[Customise Orgs & People]] for full details and restrictions.
 
  
In addition to the record customisation you can restrict users from records using [[Group Access]] and limit what fields are displayed using [[Field Sets]] on [[Project Set Up]].
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==Activity==
  
=Searching for a record=
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* [[Action List]]
On the menu go to the Contact Management Menu Tab and underneath Orgs & People select the record type you wish to search.  You will then be taken either to the A-Z directory (results page) or to the search page (this is defined by [[Operational_Rules#Maximum_Number_of_People.2FOrganisation_Results_Before_Search_Is_Shown]]).
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* [[Calendar]]
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* [[Emergency Card Lookup]]
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* [[Menu Information Links| Information Links]]
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* [[Record a Contact (Anonymous)]]
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* [[Case Manager]]
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* [[Volunteering Diary]]
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* [[Volunteer Job Cards]]
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* [[Emergency Card Lookup]]
  
=Creating A Record=
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==Orgs & People==
  
==Create New==
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* [[People and Organisation Records]]
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** [[Clients]]
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** [[Carers and Dependents]]
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** [[Funders]]
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** [[Next of Kins]]
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** [[Organisations]]
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** [[Organisations and People| Professionals]]
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** [[Organisations and People| Referrers]]
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** [[Staff]]
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** [[Organisations and People| Suppliers]]
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** [[Roster Workers]]
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** [[Organisations and People| Trustees]]
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** [[Volunteers]]
  
==Record A Contact for a new person/org==
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==Data Operations==
  
=Record Overview=
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* [[Anonymise Records]]
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* [[Delete Referrals and Actions|Delete Referrals]]
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* [[Extended Orgs & People List]]
  
[[File:PO_record.png]]
 
 
=The Tabs=
 
==General Details==
 
==Personal Details==
 
==Work Details==
 
==Carer/Dependant==
 
==Risk Assessment==
 
==Bespoke Tabs==
 
==GDPR==
 
==History==
 
==Summary==
 
==Projects==
 
==Roster Worker==
 
==Unavailabilities==
 
==Matching Criteria==
 
==Branch DDetails==
 
 
=The Record Header=
 
==Messages==
 
==All Org/People Types==
 
==All Relationships==
 
==Print Record==
 
==Merge Record==
 
==Record A Contact/New Referral==
 
 
=The Record Footer=
 
 
==Extension Databases==
 
 
==Blue Links==
 
===Benefits & Income===
 
An area to manage the benefits and income that a person has.
 
 
===Client Assignments===
 
Displays the clients/service users assigned to a roster worker.
 
 
===Club & Clinic Attendances===
 
- Allows the display of Club & Clinic Attendances in e specified time period.
 
 
===Club & Clinic Membership===
 
Link to manage the memberships for Clubs & Clinics
 
 
===Contact & Consent Rules===
 
Optional link if the GDPR tab is not required/wanted.
 
 
===Courses===
 
Section to specify which courses the person/organisation has attended.
 
 
===Disabilities===
 
Used for adding multiple disabilities.
 
 
===Emergency Card===
 
Section to add a Carers Emergency Card number.
 
 
===Equipment===
 
Section to allocate equipment.
 
 
===EziTracker™ Details===
 
[[Deprecated Feature]]
 
 
===Funder Details===
 
Used for the [[Modules| Funded Work Module] on funder records.
 
 
===Groups & Skills===
 
A way of putting people/organisations into groups or with skills.
 
 
===Invoices===
 
Displays invoices that a person/organisation has received.
 
 
===Job Cards (Roster)===
 
Displays the Roster Job cards assigned to a service user (not for use on a Roster Worker unless they are a receiver of a project/service)
 
 
===Job Cards (Vols)===
 
Displays Job Cards assigned to the Volunteer/Staff member.
 
 
===Job Cards (Assigned)===
 
Displays Job Cards that the service user (client) has assigned to them.
 
 
===NoK & Contacts===
 
A section to add Next of Kin and Key Contacts details.
 
 
===Private Notes===
 
Access to the private note section.
 
 
===Pro-Referrer User===
 
Used to specify user details to a referrer that logs into the system.
 
 
===Qualifications===
 
An area to record which qualifications the person/organisation has.
 
 
===Reported Disabilities===
 
Similar to disabilities, this area records
 
===Reported
 
=== disabilities.  This is used only if y
 
 
===Supporting People===
 
A section to record information use with the Supporting People Scheme.
 
 
===Letters & Communication===
 
A section that displays letters/email and text messages sent to a person/organisation  with the option to send letters and email.
 
 
===Uploaded Docs===
 
A section to upload electronic documents to the record.
 
 
===Audit Record===
 
Displays the audit record for the record the user is on.
 
  
 
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[[File:helpheader_small.png|right]]

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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