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Info

Requirements

Steps

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

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  15. Add the relevant details and press Save

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  16. 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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Info

To create contacts in bulk from a spreadsheet or other data source, follow the instructions to import contacts.