Main Page
Welcome to the Charitylog manual.
The links below will take you to an overview chapter for each section. From there, you can find more detailed pages on specific parts of the system as necessary. Blue links are articles - click on the link to read more about that subject.
If you know the subject you are looking for, you can use the search box, which appears at the top right of every page on this system.
Can't find what you need? Call Charitylog support on 01989 763 691, or email support@charitylog.co.uk. Remember that a manual is very useful, but it's no substitute for good contact with a real person! At Charitylog we don't want to just sell you some software and leave you out in the cold; we want to make sure that you get the best use possible from it, so please give us a call if you need to. We are always happy to provide extra training days if required - one of our skilled trainers can visit your office and run through anything you need to, one-on-one.
We grow our business by referrals. If you use Charitylog and like it, please don't keep us to yourself - tell your friends! We are very approachable and will be happy to do a "test drive" demonstration over the phone, answer any questions and if required, do a demo visit.
Quick Start Guides
User Manual
- Introduction To Charitylog - A quick tour of the Charitylog system
- Office Functionality - How Charitylog can help staff with office work
- Organisations And People - Different types of organisations and people found within the Charitylog system
- Recording Contacts - Recording interactions with people using Charitylog
- Carer Assignments - How to use Charitylog to record carer relationships between people
- Volunteers - Using Charitylog to assign, manage and report on volunteers
- Clubs And Clinics Module - Using the Clubs and Clinics module to manage attendances at all sorts of activities
- Support Worker Module - setting up and running the Support Worker module
- Handyperson Module - Setting up and running the Handyperson module
- Reporting and Outcomes - How Charitylog can help you generate quick, easy, thorough reports
Administrator Manual
Click the headings to read each overview.
- Introduction to Charitylog for Administrators - How Charitylog works, and what it means to be an Administrator.
- Projects (Administrator guide) - How to use Projects.
- Organisations And People (Administrator guide) - Different types of organisations and people within the Charitylog system.
- Recording Contacts (Administrator guide) - Setting up your Charitylog system so that users can record contacts efficiently and easily.
- Office Functionality (Administrator guide) - Ways that Charitylog helps organisations run on a day-to-day basis, and how to set up these parts of the system.
- Assessments (Administrator guide)] - How to set up and use Assessment Forms.
- Carer Assignments (Administrator guide) - Setting up Carer Assignments.
- Volunteers (Administrator guide)- Setting up the Volunteers framework in Charitylog so that users can assign, manage and report on volunteers.
- Clubs And Clinics Module (Administrator guide) - Setting up the Clubs and Clinics module.
- Support Worker Module (Administrator guide) - Setting up the Support Worker module.
- Handyperson Module (Administrator guide) - Setting up the Handyperson module.
- Accounts Module (Administrator guide) - Setting up the Accounts module.
- Outcomes (Administrator guide) - Setting up Outcomes and how to use them.
- Reports (Administrator guide) - Using Charitylog to provide a range of reports on all aspects of your activity.
- Add-ons - Add-on, third party software available to enhance your Charitylog system.
- Portals - Using a Charitylog system that feeds to, and/or takes data from, other linked organisations using Charitylog.
- System Setup Guide - The complete guide to setting up your Charitylog system.
- User Access Management - How to use the various access control measures in Charitylog to stay in control of who can use what on the system.
Other content
- Rob Kay (site admin)
