Quick start guide for users

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Here's a guide to help get you up and running with the system. If you're a system administrator, remember our UK based support team are on-hand to help (all plans except Starter). See the admin quick-start.


Navigation

Most of what you'll need is in the Contact Management tab in the menu, in particular: 1) The lists of Organisations & People, e.g. Service Users, Volunteers, Funders etc 2) The activity, like the Action_List and Calendar