Difference between revisions of "NoK and Contacts"

Revision as of 11:11, 23 December 2014

Location in standard build: Client Details screen > NoK and Contacts

The NoK (Next of Kin) and Contacts screen allows you to store details of people that are linked to someone who has a full record on your Charitylog system, but without having to create a full record for the next of kin/contact person. NoKs/Contacts can only be linked to one person on your system.

If your organisation works with/on behalf of someone, they should have a record of their own on Charitylog. The NoK and Contacts feature is only for people who don't need a full record of their own.

Clicking on the link will take you to a screen which displays any NoKs and Contacts for that person.

File:NaC 2.png

To see the details of each person, click on their name, or click "Add new NoK" to add a new one. This will take you to a screen where you can view/edit their full details.

File:NaC 3.png

Available fields

• Name - full name can be entered here (NoKs/Contacts only have one Name field, there is no separate Surname & Forename).
• Salutation - Fill in manually, or click the blue button to automatically create a salutation based on the entry in the Name field.
• Address fields
• Date of Birth
• Relationship to Client - driven by the Relationships drop-down list.
• Is a Keyholder/First Point of Contact (FPoC)/Emergency Contact (FPCE) - select as appropriate. These will be displayed on the previous screen, i.e. the one which displays all of the client's NoKs/Contacts.
• Telephone and Email Address
• General Details - a text box for any extra information
• Accounts Customer Code - if the NoK/Contact is to be invoiced for work done for the linked person
• Use as Alternate Invoice Address For - choose which framework the NoK/Contact is to be invoiced for.