Skills allow you to state the handling requirements of your contacts.
For example,
if you have a contact (client) who has autism and needs someone who is autism trained to work with them, you can
add Autism Training as a Skill Required by the contact
and as a Skill Possessed by your team members who have had that training.
Getting started with skills
Enable skills Turn on Skills across the Organisation Preferences page
Create and update a bank of skillsAdd a Skill to your organisation
Assign skills possessed to users
Enable skills on the Organisation Preferences page
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Tick the Enable Skills option
Create and update a bank of skills
Go to your organisation’s Skills page https://www.makerble.com/charities/741/skills - replace the number 741 with the ID number of your organisation
Press the New Skill button to add a new skill
Press the Edit or Delete button to amend existing skills
Add skills required to a contact
Go to the Contact’s profile page
On the left panel is a new section called Skills
It allows you to add a new Skill Required to that Contact
You can add as many skills as have been created
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Go to the User profile page
On the left panel is a new section called Skills
It allows you to add a new Skill Possessed by that User
You can add as many skills as have been created