Difference between revisions of "Record a Contact (button on Details screen)"

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(Created page with "right The Record a Contact button on the Details screen (whether that be Client Details or any other type of organisation/person on the system) ...")
 
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#REDIRECT [[Record A Contact]]
 
 
The Record a Contact button on the Details screen (whether that be Client Details or any other type of organisation/person on the system) will allow you to start recording a new chain of action (new '''Referral''') with the person.
 
 
 
 
 
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The button will only appear when your system has at least one Project set up to work with that type of organisation or person.
 

Latest revision as of 11:02, 16 January 2019

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