Contact Management Tab

File:Cl CMT 1.png

Items on the Contact Management tab:

Activity

• Action List
• Calendar
• Information Links
• Record a Contact (Anonymous)
• Referral Audit
• Volunteering Diary
• Volunteer Job Cards
• Emergency Card Lookup

Orgs & People

• Organisations
• Volunteers
• Clients
• Support Workers
• Funders
• Referrers
• Staff
• Suppliers
• Trustees
• Professionals
• Next of Kins
• Carers
• Emergency Card Lookup

Data Operations

• Anonymise Records
• Delete Referrals
• Extended Orgs & People List

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Rob Kay - manual author (talk) 16:41, 21 August 2017 (BST)