Staff member talking to a crowd
November 2019

CRM training: Adding new activities

Wednesday 20th November, 2019 - 10:00 to 12:00

About this event

Who is this training for

Healthwatch staff and volunteers who are new users of the CiviCRM

What will the training cover

The CRM helps you to create, manage and track issues. This webinar will help you to better understand how to add new activities into an existing case, as well as:

  • Add activities

  • Add activities to an existing case

  • Add and make new activity types available to a case

  • Add your own custom fields to the way you collect information through the Enquiry Feedback Wizard, activities or individuals.

Who is running the training

This online event will be led by Oliver Gibson from Northbridge Digital and Michael Samuel, CRM Lead for Healthwatch England.

Contact details

If you have a question about this webinar, please contact the CRM team.