You can distinguish between progress that comes from a manual headcount and progress that is tagged to individual contacts saved in your CRM.
Watch the walkthrough
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Introduction
You have 3 progress-logging options on Makerble
Tagged Contacts only
Manual Headcount only
Both
These 3 options can be used with:
As a Project Manager you can decide which of the three progress-logging options will be usedare available across your project
Option 1: Tagged Contacts only
Users can only select Tagged Contacts when recording progress
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Option 2:
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Manual Headcount only
When there are no Contacts in a project, you can only log progress towards goals and sub goals using Anonymous Numbers. (Called Anonymous contacts)
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Possible options for each type of Outcome and Progress Tracker
Option 1: Tagged Contacts only | Option 2: Anonymous Numbers only | Option 3: Both | |
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Activity Trackers | N/A Activity Trackers use a different kind of number | N/A Activity Trackers use a different kind of number | N/A Activity Trackers use a different kind of number |
Attendance Trackers | Yes | Yes | Yes |
Achievement Trackers(Binary Indicators) | Yes | Yes | Yes |
Numerical Trackers (Value Indicators) | Yes | Not Possible Progress towards Numerical sub goals must be in relation to a Contact | Not Possible Progress towards Numerical sub goals must be in relation to a Contact |
Multiple Choice Trackers (Scale Indicators) | Yes | Yes | Yes |
Setup steps
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You have to be a Project Manager or Organisation Admin to manage your project’s preferences |
Go to the Project Preferences page
To enable Option 1: Record progress with Tagged Contacts only
Tick “Hide the anonymous participants section on create story pages if there are project contacts”
To enable Option 2: Record progress with Anonymous Numbers only
Leave “Hide the anonymous participants section on create story pages if there are project contacts” unticked
Do not add contacts to the project
To enable Option 3: Record progress with both Tagged Contacts and Anonymous Numbers
Leave “Hide the anonymous participants section on create story pages if there are project contacts” unticked
Collect survey responses using Manual Headcount
This article explains how to use Manual Headcount when entering survey responses Collect survey responses using a Manual Headcount