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Recording contacts is really what Charitylog is all about. We want to help you get the numbers and statistics you need for funders. Mainly, organisations need to count the interactions they have with their clients.
Simply making staff count their interactions is doomed to failure, because it's an extra job. That counting has to be done by someone, but it doesn't tend to work if you just ask staff to count things. With Charitylog, we give your organisation an extra bonus: a comprehensive way of managing your work, passing work from one person to another (no more emails, telephone messages or scraps of paper!) and recording case files.
This chapter will mainly focus on the work management side of recording contacts. The counting is being done in the background, and we'll look at it in the Reports chapter.
Contents of this chapter:
Recording Contacts 1: Overview (you are here)
