Rostering & home care schedules
Plan regular or ad hoc visits and manage services.
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Data import module
Run regular imports of data from other systems
The Data Import Module is an extension of the data migration service we offer.
Usually data migration is a one-off process that occurs as part of the implementation of the Charitylog database (see Data migration section). However there can be situations where you need to import data on a regular basis and would prefer to manage this process yourself.
The most common uses are when you are doing a number of data migrations from one or more systems into your Charitylog database or when you work with another organisation which is giving you new referrals on a regular basis, typically in a spreadsheet.
Using the Data Import Module will save time and money, although there is a cost to purchase it initially. It will also give you the flexibility to import data as you need to.
Other Features
Mobile app for community based workers
Use Call-Round to replace paper timesheets for increased efficiency and security.
Invoice creation & export
Invoice work done and services provided to clients and other funders.
Handypersons & minor adaptations
Plan visits, record materials and send invoices.
Controls to separate branches & offices
Split your organisation by locality or function and control who sees which branch.
Combined reporting across separate organisations
Report collaboratively with other organisations, whilst keeping your data separate.
Integrated web referral forms
Capture enquiries through your website directly into Charitylog.
Send & receive referrals through Charitylog
When collaborating with other organisations you can send or receive referrals in electronic form.
API (Application Programming Interface)
Use the API to connect to PowerBI and other system integrations.
National reporting capability
Reporting for national umbrella organisations.