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

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Revision as of 12:19, 19 August 2014

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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.