As a signed-in-user you can create a contact (e.g. register a client) from three places.

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Create a Contact using the CREATE button

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Create a contact using the Contacts App

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Create a contact using the Homepage shortcut

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Summary of the process

1. Choose the project that the contact will be created within

   1. Project choice is not permanent.

   2. Once a contact has been created within a project, they can be added to additional projects and/or removed from the original project

2. Choose the Contact Form to use to create the contact

   1. Every project may have one or more contact forms assigned to it.

   2. Once a contact has been created, their record can be updated with details from additional Contact Forms

3. Choose the Contact Type to assign to the contact.

   1. There are four possible types: Person, Organisation, Animal and Object.

4. Complete the Contact Form to create the new contact.

Use the Create button

1. From any page on Makerble, select Create in the top menu

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2. In the dropdown menu, select Contact

3. A page appears with a single dropdown list called Choose a project

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4. Type the name of your project in that dropdown list

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5. A list of matching projects will appear

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6. Select the project that the contact will be added to

7. You are now prompted to choose a form to use to create your contact

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8. Click the dropdown list to see a list of the Contact Forms available

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9. Select the Contact Form to use to create the contact

10. You are now prompted to choose a type of contact

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11. Click the dropdown list to see the types that are available on the Contact Form you have chosen

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12. Select the Type of Contact you want to create (Person, Organisation, Object or Animal)

13. Now the rest of the form will load

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14. Add the relevant details and press Save

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15. You arrive on the Contact Profile page for the newly created contact: the details you entered in the form are displayed in the section on the left side.

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Use the Contacts App

1. Access the Contacts App

   1. Select My Apps in the top menu and select Contacts

2. Press the Make A Contact button

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3. Select the project that the contact will be added to

4. Select the Contact Form to use to create the contact

5. Select the Type of Contact you want to create (Person, Organisation, Object or Animal)

6. Add the details of the Contact and press Save

7. You arrive on the Contact Profile page for the newly created contact

Use the Homepage shortcut

Steps

1. Go to My Home

2. In the left column is the Contacts box

3. Select the New Contact button

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4. This launches a popup

5. Select the project that the contact will be added to

6. Select the Contact Form to use to create the contact

7. Select the Type of Contact you want to create (Person, Organisation, Object or Animal)

8. The Internal Descriptions are displayed below the name of the fields. The descriptions appear in grey text and italics.

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9. Add the details of the Contact and press Save

10. You arrive on the Contact Profile page for the newly created contact