NoK and Contacts

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Location in standard build: Client Details screen > NoK and Contacts (or from any other Organisation/Person's Details screen)

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 at the bottom of a Details screen 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.