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.
- Home
- CRM
- Contact & Case Management
- Document storage & retrieval
Document storage & retrieval
Upload documents, images and video
Scanned documents, spreadsheets, images and even small videos can be uploaded to Charitylog, making such information more widely available across your organisation, as well as keeping them more securely.
The uploaded documents can be associated with specific referrals and downloaded from the History page.
User and/or Group-level security can be applied to each document to ensure that confidential documents are visible only to those staff nominated to see them. It is also possible to store your internal documents and policies etc in an area reserved for use by internal staff.
You can create links to documents stored in Sharepoint if you prefer to keep all your documents there.
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.
Add your own fields
Create custom fields to meet your own needs.
Anonymous referrals & contacts
Maximise your organisation's impact by recording anonymous contacts.
Information Links - Directory of Services
Save time when you signpost to other organisations.