CRM guidance - creating an activity
Find out how to create and configure new activity types for your Healthwatch.
Guidance
CRM guidance - using contacts
Find out more about what contacts are, and how to add, edit and delete a contact using the CiviCRM.
Guidance
CRM guidance - how to customise your data
Find out how you can customise your CRM to meet your local needs.
Guidance
CRM guidance - requesting a new password
Find out how to regain access to your CiviCRM if you have forgotten your password.
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.
Guidance
Guidance
CRM guidance - groups, smart groups and tags
Find out how to use groups, smart groups and tags to manage your data.
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.
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.
Guidance
CRM guidance - Importing contacts and activities
Find out how to save time by importing contacts or activities in bulk to the CiviCRM.
Guidance
How to tell a strong story
Powerful stories are key to our work. Find out some of the steps you can follow to write an engaging story.
Guidance
CRM guidance - finding and merging contacts
Make sure your CRM contains good quality data by making sure you don't have duplicate contacts on your CRM.
Guidance