Search

• Free online training for volunteers

  Guidance - 4 June 2020
  We share free training and online courses which can be completed remotely by your volunteers.

• 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.

• 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.