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  • A guide to Enter and View

    Guidance - 23 April 2019
    Find out more about Healthwatch powers to Enter and View health and care services, including key…
  • Consent for case studies and photography

    Guidance - 23 April 2019
    It's important that you have consent for any case studies or photography you use. Read our…
  • CRM guidance - using email marketing on the CRM

    Guidance - 15 April 2019
    The CiviCRM allows you to create, send and track email marketing all from one place. This resource…
  • CRM guidance - managing cases

    Guidance - 15 April 2019
    Find out how you can use cases to track complex sequences of interactions between people in your…
  • CRM guidance - creating an activity

    Guidance - 15 April 2019
    Find out how to create and configure new activity types for your Healthwatch.
  • CRM guidance - using contacts

    Guidance - 15 April 2019
    Find out more about what contacts are, and how to add, edit and delete a contact using the CiviCRM.
  • CRM guidance - how to customise your data

    Guidance - 15 April 2019
    Find out how you can customise your CRM to meet your local needs.
  • CRM guidance - requesting a new password

    Guidance - 15 April 2019
    Find out how to regain access to your CiviCRM if you have forgotten your password.
  • CRM guidance - managing access to your CiviCRM

    Guidance - 15 April 2019
    It is important to regularly check who has access to your CiviCRM. Find out how to add and remove…
  • CRM guidance - creating and managing events

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

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  • Guidance (33)
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  • CRM (13)
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