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Getting Started with Contacts

• How to create a contact

• How to create an external Referral Form

• How to design the forms used to create a contact

• How to navigate the Contact Profile Page - the central record of information about each contact

• How to manage access to a contact

• How to add contacts to Projects

• How to add contacts to Groups

• How to add Relationships to a contact

• How to add Roles to a contact

• How to add Skill requirements to a contact

• How to manage contacts - introducing the Overview | Details | Productivity | Splits | Connect tabs

• How to a create a Custom View of the Contacts table

• How to export information relating to several contacts

• How to export information relating to a single contact

• How to turn static contacts into Participating Contacts who can login

• How to setup Alerts that are triggered by activity relating to contacts

• Case Management: How to create a Case relating to a contact

Key features of the Contacts App

Find your contacts

All the Beneficiaries of a project are viewable on a table as shown below from the Project or Charity Dashboard:

• https://www.makerble.com/charities/304/beneficiaries 

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See information about a contact

And each individual Beneficiary has their own dashboard where staff at the project or charity can see information about them. All the stories about a Beneficiary are saved on the Beneficiary’s individual Dashboard. for more information, read about the Contact Profile Page.

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Analyse and create reports about contacts

The Manage Beneficiaries page has several tabs, such as the Splits tab (shown below) that provides some data about all the beneficiaries.

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