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Consent for case studies and photography

It's important that you have consent for any case studies or photography you use. Read our guidance on how to ask for consent in your local work, and steps when using Healthwatch England photography.
23 April 2019
Guidance

CRM guidance - using email marketing on the CRM

The CiviCRM allows you to create, send and track email marketing all from one place. This resource explains how to do that.
15 April 2019
Guidance

CRM guidance - managing cases

Find out how you can use cases to track complex sequences of interactions between people in your organisation and contacts in your CRM.
15 April 2019
Guidance

CRM guidance - creating an activity

Find out how to create and configure new activity types for your Healthwatch.
15 April 2019
Guidance

CRM guidance - using contacts

Find out more about what contacts are, and how to add, edit and delete a contact using the CiviCRM.
15 April 2019
Guidance

CRM guidance - how to customise your data

Find out how you can customise your CRM to meet your local needs.
15 April 2019
Guidance

CRM guidance - requesting a new password

Find out how to regain access to your CiviCRM if you have forgotten your password.
15 April 2019
Guidance

CRM guidance - managing access to your CiviCRM

It is important to regularly check who has access to your CiviCRM. Find out how to add and remove permissions to your CRM.
15 April 2019
Guidance

CRM guidance - creating and managing events

Find out how you can use your CiviCRM to manage events.
15 April 2019
Guidance

CRM guidance - groups, smart groups and tags

Find out how to use groups, smart groups and tags to manage your data.
15 April 2019
Guidance

CRM guidance - searching and exporting data

Find out more about the different ways that you can search for and export data using the CiviCRM.
15 April 2019
Guidance

CRM guidance - managing contacts using relationships

Find out how to make your data as useful as possible, by using the relationships function on the CRM.
15 April 2019
Guidance

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