Project Selection Page

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Location in standard build: Click "Record a Contact" on any Organisation/Person's Details Screen

The Project Selection Page is used to choose a parent Project for a new Referral.

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Which Projects are shown

Depending on which Type of Organisation/Person you are starting a Referral for, you will probably see different Projects available. Only those Projects which are available to the relevant Type (as set on the [[Project_Details_-_Types_Of_Orgs_&_People_tab|"Types of Orgs & People" tab in Project Settings) will be displayed.


Templates

Referral Templates are shown in red on this page, below each Project.

  • Ticking one of the boxes by a red heading will start a Referral which uses that Template (Templates are where you can mark stages along the way as you record Contacts)
  • Ticking one of the boxes by a black heading (the Project name) will start a Referral which does not use a Template.

There is a preference on the Project Settings tab which sets a Project to "Show Templates only" in which case there will not be a tick box next to the Project name.


Existing referrals

You may see a section of the screen which displays Referrals that already exist. This is to help users avoid duplication of Referrals (starting a new Referral when they should actually be adding a Contact to one that already exists). It may display above or below the Project tick boxes.

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The setting that controls whether this section appears or not can be found on the Operational Rules New Referrals tab.



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Rob Kay - manual author (talk) 15:46, 2 September 2016 (BST)