Contact Management Tab

Items on the Contact Management tab:

Activity

• Action List
• Calendar
• Emergency Card Lookup
• Information Links
• Record a Contact (Anonymous)
• Referral Audit
• Volunteering Diary
• Volunteer Job Cards
• Emergency Card Lookup

Orgs & People

• People and Organisation Records
  • Clients
  • Carers and Dependents
  • Funders
  • Next of Kins
  • Organisations
  • Professionals
  • Referrers
  • Staff
  • Suppliers
  • Support Workers
  • Trustees
  • Volunteers

Data Operations

• Anonymise Records
• Delete Referrals
• Extended Orgs & People List

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