A
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home for all your information about the people you work with
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Each individual (person, organisation
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or even object or animal) has their own contact record
Each individual’s contact record stores their involvement across all the activities you provide
Quickly identify individuals using Search, Groups and Filters to find people with specific characteristics
Customise the information you collect
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Create your own forms, share them as a link or embed them on your website
Avoid duplication of fields and make reporting easier. Makerble has a library that
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automatically organises every field you or your colleagues have created
Automate your processes to avoid repetitive manual work
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Automatically store people’s details in the Contacts App (your CRM) whenever they complete a form
Automatically store the agency that made the referral
Automatically add new referrals to a project’s Waiting List and then move them to ‘Enrolled’ in a click
Create your own Automations that save you time based on your own rules
Get Started with Contacts
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Watch a walkthrough video
https://youtu.be/bLLOeOH54rQ?si=hyyE0BEVmK5-P40e
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.
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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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See what else you can do
| Child pages (Children Display) |
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