Difference between revisions of "Contact Management Tab"

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(→‎Orgs & People)
 
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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 or 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]]
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** [[Volunteers]]
  
 
==Data Operations==
 
==Data Operations==

Latest revision as of 14:55, 3 February 2023

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Items on the Contact Management tab:

Activity

Orgs & People

Data Operations


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