Difference between revisions of "Signpost and External Referral Types"
From Charitylog Manual
(Page creation) |
|||
| Line 2: | Line 2: | ||
''Location in standard build:'' '''Administration > Drop-Down Lists > Signpost/External Referral Types''' | ''Location in standard build:'' '''Administration > Drop-Down Lists > Signpost/External Referral Types''' | ||
| − | The Signpost and External Types feature lets users pick a | + | |
| + | |||
| + | The Signpost and External Types feature lets users pick a Type for an external signpost made from the Record a Contact screen. The feature is optional - Signposts/External Referrals will work without these Types set up. As soon as a Type is set up, an extra box will appear in the "Signposting/External Referrals" section of the Record a Contact screen, allowing the user to select the relevant Type for that referral. | ||
---- | ---- | ||
| + | |||
| + | Clicking on the menu item will take you to a list of the existing Types, if there are any. Click on "Enter New Type" to add a Type to the list. | ||
| + | |||
| + | [[File:SERT_1.png|border]] | ||
Revision as of 13:56, 10 November 2014
Location in standard build: Administration > Drop-Down Lists > Signpost/External Referral Types
The Signpost and External Types feature lets users pick a Type for an external signpost made from the Record a Contact screen. The feature is optional - Signposts/External Referrals will work without these Types set up. As soon as a Type is set up, an extra box will appear in the "Signposting/External Referrals" section of the Record a Contact screen, allowing the user to select the relevant Type for that referral.
Clicking on the menu item will take you to a list of the existing Types, if there are any. Click on "Enter New Type" to add a Type to the list.
