Office Functionality (Administrator guide)

Action List

You may like to adjust the configuration of your users' Action Lists to make their work easier. The Action List is perhaps the most useful starting point for any active Charitylog user, as they will be able to view all their current work from this screen. You can make their default starting page the Action List by accessing their User Details screen, then changing the "Start Screen" option (on the General User Details tab) to "Action List".

You also have control of their default view of the Action List. The most common settings are to show their own actions, 7 days past and future, and "All Contacts Done Plus Outstanding Actions". These options can be set using the drop down boxes on the "Referrals/Actions Settings" tab, as shown:

Uploaded Documents

Users can place uploaded documents in categories, and can re-order the list of uploaded documents (linked to the Client Details screen) by category, to help find the document they are looking for. These categories are set up from the "Upload Settings" menu item in the "Standard Document Setup" submenu:

File:A office updocs 1.png

Clicking the link will allow you to add, edit and change categories.