You can add multiple Perspective Providers to a contact.
Each Perspective Provider can receive a 360° Survey Link that allows them to complete a survey about the contact.
The answers to the survey will be tagged as coming from the perspective of that Perspective Provider.
Definitions
Term | What it means |
|---|---|
Perspective Provider | Person who is giving their perspective on another contact’s progress |
Perspective Receiver | The contact about whom the perspective is being received |
Watch the walkthrough
https://www.loom.com/share/6585438e94be44efb7fe5db93cdd2b68
Steps
Go to the Contact profile page of the Perspective Receiver
Check that the Perspective Provider has a Relationship with the contact
If the Perspective Provider does not already have a Relationship with the Contact, create a Relationship
It is not mandatory to create a Relationship between a Perspective Provider and a Contact (the Perspective Receiver). However if you do, it makes it easier to identify and filter their responses.
Go to the Witnesses Perspectives From tab
Enter the names of the Perspective Providers (the Contacts who will be Witnesses
If the Perspective Provider already exists as a Contact on Makerble, you can only add them if they have an Email Address saved on their Contact Profile
If the Perspective Provider does not already exist as a Contact on Makerble, you must enter their email address in the Add a Perspective Provider text field. (Makerble will automatically generate a Contact Record for that person and their name will be their email address; until you edit it)
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