Difference between revisions of "Groups & Skills"

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Groups and Skills are a useful and versatile system to add people and organisations to multiple category.  It can be used to add, interests to Service Users, Skill sets and job roles to staff and volunteers, memberships and other groupings.  Associated with Groups and Skills is a reporting system to looking at various aspects of when people have been added to these groups/skills.  From here you can look at the records in these categories as well as run data extracts and mail merges.
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Revision as of 12:00, 6 March 2018

Helpheader small.png

Menu groupsskills.PNG

Groups and Skills are a useful and versatile system to add people and organisations to multiple category. It can be used to add, interests to Service Users, Skill sets and job roles to staff and volunteers, memberships and other groupings. Associated with Groups and Skills is a reporting system to looking at various aspects of when people have been added to these groups/skills. From here you can look at the records in these categories as well as run data extracts and mail merges.

Groups all.PNG



Helpheader small.png