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Contacts are called Beneficiaries in the back-end of Makerble |
Creating beneficiaries
Read the article on How to create a beneficiary
Finding beneficiaries
All the Beneficiaries of a project are viewable on a table as shown below from the Project or Charity Dashboard:
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Viewing a beneficiary’s record
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.
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Analysing and creating reports about beneficiaries
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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