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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Users must be given permission to create contacts. This permission is set using Organisation Preferences. |
To create contacts in bulk from a spreadsheet or other data source, follow the instructions to import contacts.
Summary of the process
Choose the project that the contact will be created within
Project choice is not permanent.
Once a contact has been created within a project, they can be added to additional projects and/or removed from the original project
Choose the Contact Form to use to create the contact
Every project may have one or more contact forms assigned to it.
Once a contact has been created, their record can be updated with details from additional Contact Forms
Choose the Contact Type to assign to the contact.
There are four possible types: Person, Organisation, Animal and Object.
Complete the Contact Form to create the new contact.
Use the Create button
From any page on Makerble, select Create in the top menu
In the dropdown menu, select Contact
A page appears with a single dropdown list called Choose a project
Type the name of your project in that dropdown list
A list of matching projects will appear
Select the project that the contact will be added to
You are now prompted to choose a form to use to create your contact
Click the dropdown list to see a list of the Contact Forms available
Select the Contact Form to use to create the contact
You are now prompted to choose a type of contact
Click the dropdown list to see the types that are available on the Contact Form you have chosen
Select the Type of Contact you want to create (Person, Organisation, Object or Animal)
Now the rest of the form will load
Add the relevant details and press Save
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.
Use the Contacts App
Steps
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Select the project that the contact will be added to
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Select the Contact Form to use to create the contact
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Select the Type of Contact you want to create (Person, Organisation, Object or Animal)
Access the Contacts App
Select My Apps in the top menu and select Contacts
Press the Make A Contact button
Select the project that the contact will be added to
Select the Contact Form to use to create the contact
Select the Type of Contact you want to create (Person, Organisation, Object or Animal)
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Add the details of the Contact and press Save
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You arrive on the Contact Profile page for the newly created contact
Use the Homepage shortcut
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Go to My Home
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In the left column is the Contacts box
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Select the New Contact button
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This launches a popup
The Internal Descriptions are displayed below the name of the fields. The descriptions appear in grey text and italics.
Add the details of the Contact and press Save
You arrive on the Contact Profile page for the newly created contact
To create contacts in bulk from a spreadsheet or other data source, follow the instructions to import contacts.