Difference between revisions of "Organisations And People (Administrator guide)"

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==Understanding the concept of organisations and people within Charitylog==
 
==Understanding the concept of organisations and people within Charitylog==
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Most other systems separate clients, funders, volunteers and so on. Charitylog appears to separate them, but in the background, all organisations and people are stored together. Once somebody is entered on the Charitylog system, they can be any (or all!) of the types of Organisation/People that Charitylog deals with. The most common scenario is a client who also volunteers for the organisation. They will appear to end users in lists of clients '''and''' lists of volunteers, but there is only one 'entity' on the system which appears in the different places.
  
 
==Organisations and People (main Charitylog menu item)==
 
==Organisations and People (main Charitylog menu item)==

Revision as of 10:40, 4 March 2013

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Understanding the concept of organisations and people within Charitylog

Most other systems separate clients, funders, volunteers and so on. Charitylog appears to separate them, but in the background, all organisations and people are stored together. Once somebody is entered on the Charitylog system, they can be any (or all!) of the types of Organisation/People that Charitylog deals with. The most common scenario is a client who also volunteers for the organisation. They will appear to end users in lists of clients and lists of volunteers, but there is only one 'entity' on the system which appears in the different places.

Organisations and People (main Charitylog menu item)

Rearranging the menu to speed up data entry for your users

Professionals

Pro Referrers

Extended Orgs & People List (Administration menu item)

Status

Service User Group