People & Services
The core of a charity is built around the people it works with and the services it provides. Keep it all in one place in Charitylog.
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Anonymous referrals & contacts
Recording contacts with anonymous people
Many charities receive calls from clients as part of services such as information provision. Quite often it turns out that these contacts are not recorded yet they are an important part of the impact that the organisaton provides.
It also means that they cannot evidence this activity if it hasn't been recorded. As one of our clients commented 'If it ain't in Charitylog, it didn't happen'.
Some of these calls may develop into longer term relationships with the client and it would be important not to lose the early contacts.
In Charitylog you can record anonymous contacts or referrals as they come in. You may choose to pick up certain details about the caller as the call goes on, such as age or postcode. You can record these against the caller's anonymous record which is important for reporting purposes.
If the client provides their name or address or phone number, these can be added. It is also possible to search the database to see if the name already exists, in which case the call can be added as a new referral in the existing client record.
Other Features
Cases & Contacts
Control your referrals and cases, and record your interactions.
Project & Service Workflows
Workflows that represent the way your services operate.
Groups & activities
Membership, session and attendance recording.
Email, letter & text communications
Build mail-merges and produce professional emails and letters.
Document storage & retrieval
Securely upload important documents and images.
Add your own fields
Create custom fields to meet your own needs.
Information Links - Directory of Services
Save time when you signpost to other organisations.