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- API: Creating Records
- API: Extension Databases
- API: External Referrals
- API: File Uploads
- API: Reporting
- API: Sample Calls
- API: Selecting Specific Fields
- API: Updating Records
- API: purchasing
- API Authentication
- API Classification Codes
- API Details
- API Dictionaries
- API Entities
- API Filters
- API clients
- API done contacts
- API due contacts
- API external referrals
- API referrals
- API relationships
- API schedules
- API workers
- Accessibility
- Accommodation Type
- Accounts Module (Administrator guide)
- Action List
- Action List Report
- Active Field
- Activity Summary
- Add-ons
- Age Range
- Alerts
- Allocated Organisations And People Report
- Analytics
- Assessments (Administrator guide)
- Audit Record
- Automatic Follow-Ups
- Backup Data
- Backup and Update Replica Database Audit
- Bank Holiday Dates
- Batch SMS
- Benefit Descriptions
- Benefits Report
- Benefits and Income
- Blue Badge Holder
- Branch Groupings (Views)
- Branch Migration into new system
- Branches
- Calendar
- Call Round (End User Guide)
- Call Round V1 (End User Guide)
- Carer's Role
- Carer Assignments
- Carers and Cared Fors
- Case Manager
- Case Status
- Categories of Need
- Change of Address Report
- Charitylog Feedback
- Charitylog Starter (the new name for Charithylog Local)
- Classification Code Setup
- Classification Codes
- Classification Codes Extract
- Classification Codes Report
- Client Deceased
- Client Invoices and Support Worker Payroll Exports
- Clients
- Clinic Attendance
- Clinic Attendance Overview
- Clinic Monitoring
- Closed Clients
- Club and Clinic Attendances
- Club and Clinic Calendars
- Club and Clinic Cancellations
- Club and Clinic Membership
- Club and Clinic Parameters
- Club and Clinic Waiting List Report
- Clubs and Clinics Tab
- Common Reports and FAQ's
- Complete Work Schedules
- Confirm Work Schedules
- Confirm Work Shifts
- Consent Given
- Consent Report
- Contact Management Tab
- Contact Methods
- Contact Support
- Contact Types
- Contact and Consent Rules
- Cost Centres
- Courses
- Courses and Qualifications
- Courses and Qualifications Report
- DBS/PVG Checked
- Data Import Module
- Data Migration
- Delete Occurrences
- Deprecated Feature
- Disabilities
- Disabilities Section
- Display Order
- Drafts
- Drop-Down Lists
- Eligible For Gift Aid
- Email Settings
- Emailing invoices
- Emergency Card
- Emergency Card Lookup
- Employed
- Equipment
- Equipment Descriptions
- Equipment Report
- Excel Power Query
- Export Invoices
- Extended Orgs & People List
- Extension Database Reports
- Extension Database Setup
- External Referral Consent
- Extracts
- FAQ's
- FAQs
- Favourites
- Favourites Tab
- Fee Difference Reasons
- Flow Charts and Printable Help Sheets
- Follow Up Details
- Funded Job Work Types
- Funded Work Module
- Funder Details
- Funders
- GDPR Guidance
- GDPR Settings
- Gender
- General Charge Rates
- General Pre-Invoice List
- General Rates In Projects
- Group
- Group Access Rights
- Groups & Skills
- Groups and Skills
- Groups and Skills Report
- HP Material Costs
- HP Pre-Invoice List
- HP Project Labour Costs
- HP Standard & Project Nominal Codes
- Handyperson Activity Report
- Handyperson Cancel. Reasons
- Handyperson General Details
- Handyperson Job Card List
- Handyperson Job Cards
- Handyperson Job Types
- Handyperson Materials
- Handyperson Work Done Report
- Handypersons Tab
- Help Centre
- Holiday Pay Calculation
- Home-Start Report
- Hours Used And Remaining
- How to order a Web Referral Form
- IMCA Data Extract
- Importing From The Library
- Importing Outcome Stars
- Importing web referrals
- Information Links
- Information Links Headings
- Information Links for Organisations
- Insert Audit
- Integrations
- Invoice Layouts
- Invoicing Settings
- Invoicing Tab
- Invoicing for Clubs & Clinics
- Invoicing for the Handyperson Module
- Invoicing for the Roster Module
- Job Card Details
- Job Card Statuses
- Job Card Time Report
- Job Cards (Vols)
- LSOA Areas and Wards
- Ladder Outcome Intervals and Latest Outcomes
- Ladder Outcomes
- Ladder Outcomes Client Outcome Comparison Report
- Ladder Outcomes Report
- Ladder Outcomes Target Comparison Report
- Letters and Communication
- Library
- Licencing
- List Invoices
- Living Arrangements
- Mail Merge
- Main Page
- Maintain Contracts
- Managing Volunteers
- Marital Status
- Matching Exclusions
- Membership Details
- Menu Information Links
- Menu Links
- Merging Existing Systems
- Messaging Centre
- Microsoft Office 365 Outlook Calendar Integration
- Modules
- My User Options
- Next of Kins
- NoK and Contacts
- Non-Attendance Reasons
- Office Functionality (Administrator guide)
- Open Clients
- Operational Rules
- Organisations
- Orgs & People Extract
- Outcome Groups
- Outcome Report
- Outcomes (Raw Data)
- Outcomes By Group (Raw Data) Report
- PCA Predict
- Page Info
- Page Visit Report
- Payment Methods
- Payments Made Receipts
- People Supported During Time Period
- Phone system integration
- Portal/Webforms - Settings
- Portals
- Postal District Names
- Power BI with Power Query
- Power Query - How to's
- Pre-Implementation Spreadsheets
- Print Handyperson Job Cards
- Print Invoices
- Print Job Cards
- Print Record
- Print Roster Worker Time Sheets
- Private Notes
- Progress Interval Report
- Project Funding Streams
- Project Selection Page
- Project Subcategories
- Publication Categories
- Publication Languages
- Publications
- Publications Issued Report
- Qualifications
- Querying your own database
- Quick Start Guide for Administrators
- Quick Start Guide for System Administrators
- Quick start guide for users
- Rearrange Meeting Occurrence
- Record A Contact
- Referral (Simple) Outcomes Report
- Referral Closure Update
- Referral Closure and Outcome Details
- Referral Edit
- Referral Reasons
- Referral Sources
- Referral Templates
- Referral status
- Referrers
- Relationships Screen
- Religions
- Reported Disabilities
- Reports (Administrator guide)
- Reports Tab
- Restricted IP Addresses
- Review sessions
- Risk Assessment tab
- Roster General Settings
- Roster Job Cards
- Roster Plan Report
- Roster Plans
- Roster Rates
- Roster Rates in Projects
- Roster Services
- Roster Teams
- Roster Terminology
- Roster Worker Calendars
- Roster Worker Holiday Pay Settings
- Roster Worker Tab
- Roster Worker Work Diary
- Roster Workers
- Roster Workers Pre-Invoice List
- Section Ordering
- Security and Best Practice
- See own clients
- Service User Groups
- Set up guides
- Setting Up A Work Queue
- Sexual Orientations
- Sight Loss MOT
- Signpost/External Referral Types
- Signpost and External Referral Types
- Signposting and External Referrals
- Simple Outcomes
- Single sign-on
- Staff
- Standard Letter Templates
- Standard Letter Types
- Statuses
- Support's Unavailability Report
- Support Worker Appointments Calendar
- Support Worker Details
- Support Worker Module (Administrator guide)
- Supporting People Scheme
- Supporting People Settings
- System Details
- System Setup Guide
- System Uploads
- System Wide Terminology
- Table reports
- Tables (Excel)
- Taking A Screenshot
- Tasks
- Template Release Notes Oct 2020
- Termination Reasons
- Termination Screen
- Terminology
- TextAnywhere
- Text Editor
- Time Rounding
- Timesheet Report
- Transport Methods
- Transport Sheets
- Travel Rule Sets
- Travel Time Mileage
- Travelling companions report template
- Treatments And Activities
- Unavailability Reasons
- Update Age Ranges
- Update Replica Databases
- Updates
- Uploaded Document Categories
- Uploaded Documents
- Uploaded Documents Report
- User Login History Report
- User Password Support
- Users
- Using the software with a keyboard
- Using the system to manage basic fundraising
- VAT Codes
- View Dashboard
- View Invoices
- View or Edit Attendances
- Volunteer Job Card Assignments
- Volunteer Job Card Assignments Report
- Volunteer Job Cards
- Volunteer Time Report
- Volunteer Timesheets
- Volunteers (Administrator guide)
- Volunteers Report
- Waiting List Report
- Webinars
- Welcome page
- Why use an API
- Workflows
- Working with existing API partners