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Book Contents

Book Index

Accounts

Accounts are a list of transaction records by account - think of them like entries in your checkbook and savings account records. In this case you can use accounts to track donations of money, in-kind items (baby items donated, books given) or even things like patients visited or meals delivered.
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Click on the Add account record link to add new values, right-click on existing ones to delete or edit them. The Summary link gives you a lifetime overview of this person's accounts history. You can right-click on any account record to send a letter to the person if you have any letter templates set up which are based on account records.

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See Also

Profile Editor

Reports

Personal data

Additional data

Assignments

Job associations

Addresses

Relationships

Skills, needs and preferences

Alerts

Transitions

Comments

Custom Fields

Certifications

Background checks

Custom Application Forms

Letters sent

Trainings

Volunteer Hours

Interviews

Mandates

Memberships

Awards

Availability

Credentials Printed

Web/touchscreen (kiosk)

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