Difference between revisions of "Signpost/External Referral Types"
From Charitylog Manual
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[[File:ers_types.png]] | [[File:ers_types.png]] | ||
| − | *Type name - The name of the category ('Internal') | + | *'''Type name''' - The name of the category ('Internal') |
| − | *[[Display Order]] - The order in the drop down. | + | *'''[[Display Order]]''' - The order in the drop down. |
| − | *The Contact Method shown in Reports - What contact method is used, for reports. | + | *'''The Contact Method shown in Reports''' - What contact method is used, for reports. |
| − | *Active?- Set to yes to use this type. | + | *'''Active?''' - Set to yes to use this type. |
Click the 'Save Details' button to save your changes. | Click the 'Save Details' button to save your changes. | ||
Revision as of 10:58, 2 May 2018
Signpost and External referrals are used when recording contacts/actions when referring/signposting on to another service or organisation, they can also specify a contact method for each referral/signpost recorded. Example of types would be 'Internal' or 'External' which would specify if you have referred/signposted to an internal service or a different organisation.
To edit an existing type click on it's name or click the 'Enter New Type' to create a new one. Complete the following details:
- Type name - The name of the category ('Internal')
- Display Order - The order in the drop down.
- The Contact Method shown in Reports - What contact method is used, for reports.
- Active? - Set to yes to use this type.
Click the 'Save Details' button to save your changes.
