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From Charitylog Manual
Revision as of 10:52, 30 April 2018 by Rduheaume (talk | contribs) (Screen Layout)
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IMPORTANT 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 system manual

The manual is a full guide to get the best out of your system and it's Modules. In this manual you will find help topics on each page of the system and a range of 'How to Guides'.

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

The main menu on the left will take you around the manual to access all topics.


Screen Layout

The system is split up into various sections.


File:Main screen.PNG


Section 1

This section displays your organisation logo and name. To update these detail see Organisation Details.

Section 2

Section 3

Section 4

Section 5

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