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Makerble Cloud Platform User Guide
CRM | Manage your contacts
Contacts App

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Old Version 18

changes.mady.by.user Matt Kepple

Saved on Sept 15, 2021

compared with

New Version 19

changes.mady.by.user Matt Kepple

Saved on Oct 06, 2021

Previous Change: Difference between versions 17 and 18
Next Change: Difference between versions 19 and 20
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How to create a contact
How to delete a contact
How to create an external Referral Form
How to design the forms used to create a contact
How to reorder the fields displayed in All Contact Forms view of the Contact Profile page
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

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