Difference between revisions of "Contact Management Tab"

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(Orgs & People)
(Activity)
(13 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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==Orgs & People==
 
==Orgs & People==
  
* [[People/Org records]]
+
* [[People and Organisation Records]]
 
** [[Clients]]
 
** [[Clients]]
** [[People/Org records| Carers]]
+
** [[Carers and Dependents]]
 
** [[Funders]]
 
** [[Funders]]
** [[People/Org records| Next of Kins]]
+
** [[Next of Kins]]
 
** [[Organisations]]
 
** [[Organisations]]
** [[People/Org records| Professionals]]
+
** [[Organisations and People| Professionals]]
** [[People/Org records| Referrers]]
+
** [[Organisations and People| Referrers]]
** [[People/Org records| Staff]]
+
** [[Staff]]
** [[People/Org records| Suppliers]]
+
** [[Organisations and People| Suppliers]]
** [[People/Org records| Support Workers]]
+
** [[Roster Workers]]
** [[People/Org records| Trustees]]
+
** [[Organisations and People| Trustees]]
** [[People/Org records| Volunteers]]
+
** [[Volunteers]]
  
 
==Data Operations==
 
==Data Operations==
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[[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