ug1-22

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ug1-22 [2014/03/19 12:29] – barbaraug1-22 [2017/12/01 16:35] – external edit 127.0.0.1
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 **Set up - for Systems Administrators** **Set up - for Systems Administrators**
  
-  - Create a contact event type - called Reference Request or something similar. Go to Maintenance, Agency Setup, Contact Event Types NEW.\\ {{:ref_setup1.png?|}}\\ \\ +  - Create a contact event type - called Reference Request or something similar. Go to Maintenance, Agency Setup, Contact Event Types NEW.\\ {{:ref_setup1.png?|New contact event type}}\\ \\ 
   - If you wish to send a standard document out with the reference request, create the document and save it in the reports directory. \\ \\    - If you wish to send a standard document out with the reference request, create the document and save it in the reports directory. \\ \\ 
-  - Link the document to the the Contact Event type by entering the full document filename in the client email attachment column (Agency Setup, Contact Event Types, Email Attachments.) Multiple attachments must be separated with a semi colon (;). Each time this contact event type is used to send an email it will attach the document(s). \\ {{:ref_setup3.png?|}} \\ \\ +  - Link the document to the the Contact Event type by entering the full document filename in the client email attachment column (Agency Setup, Contact Event Types, Email Attachments.) Multiple attachments must be separated with a semi colon (;). Each time this contact event type is used to send an email it will attach the document(s). \\ {{:ref_setup3.png?|Contact Event Attachment}} \\ \\ 
   - Create boiler plate text if you wish to have a standard email text to be used. Using the insert text on the contact event makes sending the request quicker. (Maintenance, Agency Setup, Boiler Plate Text, ADD).  See also [[hat_12|Boiler Plate Text]]. \\ \\   - Create boiler plate text if you wish to have a standard email text to be used. Using the insert text on the contact event makes sending the request quicker. (Maintenance, Agency Setup, Boiler Plate Text, ADD).  See also [[hat_12|Boiler Plate Text]]. \\ \\
   - Finally switch on References for the database. General Settings, Switchable Views, 110 Person Reference Request Y.   - Finally switch on References for the database. General Settings, Switchable Views, 110 Person Reference Request Y.
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 You will now see a new screen on the person form called Reference: You will now see a new screen on the person form called Reference:
-\\ {{:ref1.png?|}}+\\ {{:ref1.png?|Person Reference}}
  
 To add a new reference to a temp, use the NEW button.  To add a new reference to a temp, use the NEW button. 
 You will be given the following options. You will be given the following options.
-\\ {{:ref2.png?|}}+\\ {{:ref2.png?|New reference}}
  
   * Clicking **yes** will allow you to search for contacts already existing in the database so you can attach the reference request to a client. You will be able to then add the contact against an existing client or add a new client if they are not already in the database.    * Clicking **yes** will allow you to search for contacts already existing in the database so you can attach the reference request to a client. You will be able to then add the contact against an existing client or add a new client if they are not already in the database. 
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 If you click **yes** then search for the company and select the contact that is to be the referee. If you click **yes** then search for the company and select the contact that is to be the referee.
-\\ {{:ref3.png?|}}+\\ {{:ref3.png?|Attaching reference to a company contact}}
  
 Select the company or **add** a new company. Then select or **add** the contact against the company. Select the company or **add** a new company. Then select or **add** the contact against the company.
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 If you clicked **no** to create just a reference you will be taken straight to this form. If you clicked **no** to create just a reference you will be taken straight to this form.
-{{:ref4.png?|}}+{{:ref4.png?|Reference}}
  
 Fill in the required fields and finish.  Fill in the required fields and finish. 
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 The process date and consultant fields track the progress stages of the reference. The process date and consultant fields track the progress stages of the reference.
  
-{{:ref5.png?|}}+{{:ref5.png?|Person References}}
  
 Once a reference has been returned, from your Desktop Inbox save it to the documents on the relevant records, and save the email as a contact event. See also [[4_inbox_and_contact|SAVING AN ATTACHMENT FROM AN EMAIL IN THE INBOX TO THE DOCUMENTS VIEW OF A RECORD]]. Once a reference has been returned, from your Desktop Inbox save it to the documents on the relevant records, and save the email as a contact event. See also [[4_inbox_and_contact|SAVING AN ATTACHMENT FROM AN EMAIL IN THE INBOX TO THE DOCUMENTS VIEW OF A RECORD]].
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 Each time a stage is completed (ie. a date is entered) the processed date and processed by fields are updated with the date and user details. Each time a stage is completed (ie. a date is entered) the processed date and processed by fields are updated with the date and user details.
  
 +Back to [[ug1-00|Candidates. How to...]]
  • ug1-22.txt
  • Last modified: 2023/11/28 13:23
  • by Catherine Riddell