A report gives a statistical overview of a particular organisational function for a specified period of time. Reports may be generated for most modules. Report access is available by clicking the Report entry on the Menu. There are a number of reports provided with your database, each with individual permissions. …
The Contracts section allows you to manage the various contractual agreements your organisation has with various third parties, including funding bodies and suppliers. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. To record a new contract, select Contracts from the top menu….
The Workers module allows your organisation to record details about your employees, and provide you with a snapshot of their contact information, availability, skills and interests, emergency contacts, and checklist/licences. This section can also be used to manage volunteers, by differentiating workers as ‘Paid’ and ‘Unpaid’ staff (i.e. Volunteers) within the module….
The Training Completed sub-panel allows you to record and track training programs your workers have completed in order to perform their duties within your organisation. These programs may include: Child Safe Environments, Cultural Awareness, and Police Check. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select…
The Enquiries Statistics Report provides a breakdown of enquiries by requested services, referred services, demographics and the main focus of enquiry. Tip: You will need to have the right permissions to have access to reports. Managers are able to change user roles (permissions). Instructions Step 1. From the Activities Menu under…
A new enquiry may be recorded by selecting Create Enquiry from the Shortcuts menu located on the left-hand side of the screen. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Enquiry from the Activities menu. Step 3. Select Create Enquiry from the Shortcuts menu located on the…
The Enquiries Module is designed to record the initial interaction with your organisation by a person who may or may not become a Client. Due to the high volume of transactions front counter staff encounter (e.g. information requests, phone enquiries) this module has been deliberately designed to have very few…