The Manage Contacts page is the first page you arrive on within the Contacts App.
How to
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access the Manage Contacts page
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This is the page people arrive on when they go to the Contacts app on Makerble. From here a user can:
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From the Homepage (select the Contacts title that appears in the top left of the screen)
From the My Apps menu (click the My Apps button in the top menu [purple arrow], wait for the tray of Apps to appear, then select the Contacts button [blue arrow]. Note: this shortcut only appears once you have created contacts yourself)
From a Project page (there are three methods)
1. Select Contacts in the cover section of the Project page
2. Press More Options in the cover section of the Project page and then select Contacts from the dropdown menu
3. Press the title of the Contacts box on the right sidebar
Ways to use the Manage Contacts page
Display a list of contacts - also known as Clients, Beneficiaries, Stakeholders) from various charities or projects (Yellow arrow)
View more additional information about Contactsseveral contacts at once - by switching between the various tabs (Orange arrow)
Access a sub menu of options - if they are a Charity an Organisation Editor, e.g. the ability to create groups Referral Forms. (Green arrow)
Create a new contact - if creating Contacts has been enabled for that category of user on the Charity Organisation Preferences page (Red arrow)
Open a Contact’s record - by clicking the name of the Contact in the first column
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