Search

• CRM guidance - groups, smart groups and tags

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

• CRM guidance - searching and exporting data

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

• CRM guidance - managing contacts using relationships

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

• CRM guidance - Importing contacts and activities

  Guidance - 15 April 2019
  Find out how to save time by importing contacts or activities in bulk to the CiviCRM.

• How to tell a strong story

  Guidance - 3 April 2019
  Powerful stories are key to our work. Find out some of the steps you can follow to write an…

• CRM guidance - finding and merging contacts

  Guidance - 28 March 2019
  Make sure your CRM contains good quality data by making sure you don't have duplicate contacts…

• How you can help put people at the heart of future stroke services

  Guidance - 26 March 2019
  Read our briefing about how Healthwatch can make sure people have a say about the reconfiguration…

• Business continuity template

  Guidance - 19 March 2019
  An editable template for planning your business recovery during an emergency or disaster.

• Template: Doing a Data Protection Impact Assessment

  Guidance - 20 February 2019
  Data protection Impact Assessments are a requirements under the General Data Protection Regulation…

• How to engage your local MP or councillor

  Guidance - 5 February 2019
  Make sure that local elected representatives are kept informed about what people think of local…