- Logs
- Log Toolbar
- Creating Logs
- Listing Logs Entered
- Modifying a Log
- Duplicate Log
- Deleting Logs
- Closing Logs
- Automatic Closing of Logs
- Duplicate Searching
- Search for Special Authors
- Postal Code Lookup
- Multiple Authors
- Information Tags
- Log Notes
- Address Templates
- Log Templates
- Log Sharing
- Attachments
- Log Exchange
Templates are used to automatically enter pre-defined information into a new Log or a new Referral. Templates can simplify the entry of information into new Logs and Referrals. For example, if there is information you always enter into a new Log you can create a template to automatically do this for you.
Templates may be shared with other offices or kept private for your office. When you Log in to CLIFF templates that become available to you are those that are shared or created by your Current Office. Note that even though you may have update access to other offices, their Templates will not become available to you until you switch to their office. This is to allow offices to have Templates with the same name, for example "New Log". |
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