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From Charitylog Manual
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IPMORTANT NOTICE - Due to email providers increasing SPAM protection we recommend that you use you own email server. If you use Charitylog to send email on your behalf (relay/spoofing) there is a high chance that this will be marked as SPAM or simply rejected (giving you a message send failure).

Please go to Email Settings to update your settings


Welcome to the Charitylog manual.

The links below will take you to an overview chapter for each section. From there, you can find more detailed pages on specific parts of the system as necessary. Blue links are articles - click on the link to read more about that subject. If you know the subject you are looking for, you can use the search box, which appears at the top right of every page on this system.

In addition to our online manual, we have numerous webinars available in the Help Centre.

We are also happy to provide extra training days if required - one of our consultants can visit your office and run through anything you need to, one-to-one.


Getting started with Charitylog


Using Charitylog

  • Outcomes - different types of Outcomes you may need to fill in on your Charitylog system
  • Reports - Using Charitylog's reports to get information about your organisation's activity.
  • Tables (Excel) - interpreting spreadsheets using Pivot Tables in Microsoft Excel


Configuring Charitylog

Click the headings to read each overview.

  • Add-ons - Add-on, third party software available to enhance your Charitylog system.
  • Portals - Using a Charitylog system that feeds to, and/or takes data from, other linked organisations using Charitylog.
  • User Access Management - How to use the various access control measures in Charitylog to stay in control of who can use what on the system.



Other content

Glossary

FAQs

Data Migration Guide

Web Referral Forms