Difference between revisions of "Customise Orgs & People"

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Charitylog has the following preset Types:
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* Clients
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* Carers
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<!-- * Donors - need to say something about them at some point but right now it seems simplest not to advertise their existence to users. RK 28-7-15 -->
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* Funders
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* Next of Kin
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* Organisations
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* Professionals
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* Referrers
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* Staff
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* Suppliers
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* Trustees
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* Volunteers
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* Dependants (which replaces Carers, if you are using the carer version)
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* Support Workers (if you have the Support Worker module, which allows you to create, manage and run support plans/workers)
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There are also four customisable

Revision as of 08:53, 28 July 2015

Helpheader small.png


Charitylog has the following preset Types:

  • Clients
  • Carers
  • Funders
  • Next of Kin
  • Organisations
  • Professionals
  • Referrers
  • Staff
  • Suppliers
  • Trustees
  • Volunteers
  • Dependants (which replaces Carers, if you are using the carer version)
  • Support Workers (if you have the Support Worker module, which allows you to create, manage and run support plans/workers)

There are also four customisable