Contact Management Tab

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Introduction to Records and Record Types

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:

  • 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.

Searching for a record

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 the Operation Rules).

Creating A Record

Create New

Record A Contact for a new person/org

Record Overview

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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