You can become a pro at Makerble faster than you think.

...

Recognise / View / Know what it is

...

Use it (e.g. tagging a contact)

...

Creating

...

Edit

...

Delete

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Stories

...

Module A - Lesson 1 - Progress tagged to contacts

...

Module A - Lesson 1 - Progress tagged to contacts

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Module A - Lesson 1 - Progress tagged to contacts

...

Module B- Lesson
https://makerble.atlassian.net/l/cp/AR1ErmtB (can be skipped)

...

Module B- Lesson
https://makerble.atlassian.net/l/cp/ymN17U0v (can be skipped)

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Contacts

...

Module A- Lesson 2
https://makerble.atlassian.net/l/cp/5zqXkqd1

...

Module A- Lesson 2
https://makerble.atlassian.net/l/cp/8q1e0A2j

...

Module A - Lesson 2
Creating contacts

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Module B- Lesson
https://makerble.atlassian.net/l/cp/Wmzd1Dv1 (can be skipped)

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Module B- Lesson
https://makerble.atlassian.net/l/cp/MNV9QyEc
(can be skipped)

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Projects

...

Module A- Lesson 2
https://makerble.atlassian.net/l/cp/0zTraQ8C

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Module A- Lesson 2
https://makerble.atlassian.net/l/cp/YhwsdUqF

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Module A- Lesson 2
https://makerble.atlassian.net/l/cp/ZGzmApoq (can be skipped)

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Module B- Lesson
https://makerble.atlassian.net/l/cp/4R9JwH6W (can be skipped)

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Module B- Lesson
https://makerble.atlassian.net/l/cp/pFnr9ysy
https://makerble.atlassian.net/l/cp/3J1H7kzb
Can be skipped

...

Progress Boards

...

Module A - Lesson 1 - Progress tagged to contacts

...

Module A - Lesson 1 - Progress tagged to contacts

...

Module B- Lesson
https://makerble.atlassian.net/l/cp/dSey7RQd

...

Module B- Lesson
https://makerble.atlassian.net/l/cp/xyeLYjm7 (can be skipped)

...

Module B- Lesson
https://makerble.atlassian.net/l/cp/feAJPx26 (can be skipped)

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Users

...

Module A- Lesson
https://makerble.atlassian.net/l/cp/yHwp7674
https://makerble.atlassian.net/l/cp/qyeAzm95
(can be skipped)

...

Module A- Lesson
https://makerble.atlassian.net/l/cp/pHgu1xQM (can be skipped)

...

Module A- Lesson
https://makerble.atlassian.net/l/cp/GtUFCRCs (can be skipped)

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Contact Forms

...

Module A- Lesson
https://makerble.atlassian.net/l/cp/WtdBF6j4
(can be skipped)

...

Module A- Lesson
https://makerble.atlassian.net/l/cp/cfYMgsKx
(can be skipped)

...

Module A- Lesson
https://makerble.atlassian.net/l/cp/Xc6T3TrT
(can be skipped)

...

Module B- Lesson
https://makerble.atlassian.net/l/cp/5mwEfw6P
(can be skipped)

...

Module A- Lesson
https://makerble.atlassian.net/l/cp/CZZ117cE
(can be skipped)

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Surveys

...

Module A- Lesson
https://makerble.atlassian.net/l/cp/CHZe9QiT
(can be skipped)

...

Module A- Lesson
https://makerble.atlassian.net/l/cp/CHZe9QiT
(can be skipped)

...

Module B- Lesson
https://makerble.atlassian.net/l/cp/dVT0jw7s (can be skipped)

...

Module B- Lesson
https://makerble.atlassian.net/l/cp/ZbVzcJWX
(can be skipped)

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Module B- Lesson
https://makerble.atlassian.net/l/cp/2JDU905D
https://makerble.atlassian.net/l/cp/KrmEZwPc
(can be skipped)

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Project Forms

...

Module A- Lesson
https://makerble.atlassian.net/l/cp/16nrqNbF
can be skipped

...

Module A- Lesson
https://makerble.atlassian.net/l/cp/16nrqNbF
can be skipped

...

Module B- Lesson
https://makerble.atlassian.net/l/cp/eomvL06B
can be skipped

...

Module B-Lesson
https://makerble.atlassian.net/l/cp/dnV1Hzjz
can be skipped

...

Module B-Lesson
https://makerble.atlassian.net/l/cp/dnV1Hzjz
can be skipped

...

Event Categories

...

Module A- Lesson
https://makerble.atlassian.net/l/cp/x9xj16bW
can be skipped

...

Module A- Lesson
https://makerble.atlassian.net/l/cp/pqXskeD1
can be skipped

...

Module B- Lesson
https://makerble.atlassian.net/l/cp/5PrEN9PH
can be skipped

...

Module B- Lesson
https://makerble.atlassian.net/l/cp/MQk0T1w7
can be skipped

...

Module B- Lesson
https://makerble.atlassian.net/l/cp/x9xj16bW
https://makerble.atlassian.net/l/cp/MQk0T1w7
can be skipped

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Story Labels

...

Module A- Lesson
https://makerble.atlassian.net/l/cp/eobmfX6j

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Module A- Lesson

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Contact Flags

...

Contact Roles

Curriculum

...

Module Name

...

Description (Lessons)

...

Who is it for

...

Basics part 1: Contacts & Stories & Projects

...

Contacts

1. what is a contact - broadly, what can you do with one
   https://makerble.atlassian.net/l/cp/pyMnV1fq

2. makerble brings all your contacts together. Highlights of:

   1. Category Splits tab https://makerble.atlassian.net/l/cp/2RUFgPAe

   2. Productivity tab https://makerble.atlassian.net/l/cp/VNhX081d

3. create a contact while NOT signed in - i.e. using a Signup Page (that creates several contacts) https://makerble.atlassian.net/l/cp/UpWh4dRs

   1. get a notificationhttps://makerble.atlassian.net/l/cp/j5Jp1gQY

   2. they’re added to the waiting list https://makerble.atlassian.net/l/cp/6b0XLH9d

4. create a contact while signed in https://makerble.atlassian.net/l/cp/GCp5tVZS

5. view their profile (what are SOME of the things on the profile) - e.g. relationships, referrer
   https://makerble.atlassian.net/l/cp/GUSi3bHA (Summary)
   https://makerble.atlassian.net/l/cp/KVTJ5z11 (Trends)
   https://makerble.atlassian.net/l/cp/1FK8mHEQ (Perspective From)

6. move a contact between Project states: i.e. from the Waiting List to the Enrolled list of a project
   https://makerble.atlassian.net/l/cp/XJKQdbJD

7. find a contact - search, filters https://makerble.atlassian.net/l/cp/U01zqedT

8. how to post a story on the timeline of a contact - includes adding location, date happened, attachment https://makerble.atlassian.net/l/cp/oUqpMxkT

Stories

1. what is a story https://makerble.atlassian.net/l/cp/G8pbpDPJ

2. how to see a story (in newsfeed) https://makerble.atlassian.net/l/cp/Cohd13y3

3. how to create a story (e.g. using Quick Update popup) https://makerble.atlassian.net/l/cp/t8SpW5KF

4. how to see story on project timeline
   https://makerble.atlassian.net/l/cp/meAc4P0t
   https://makerble.atlassian.net/l/cp/EqBXvmrM

Projects

5. how to see cumulative of progress from individual stories on the project’s Progress Panel https://makerble.atlassian.net/l/cp/0cSvPTPX

6. see all the contacts in a project https://makerble.atlassian.net/l/cp/UCTzb2CD

7. see the coworkers in a project https://makerble.atlassian.net/l/cp/m1Ci06qp

8. what is a project https://makerble.atlassian.net/l/cp/ENdLBc9j

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Everyone

...

Basics part 2

...

Contacts

1. Edit a form on a contact’s bio e.g. if their phone number has changed
   https://makerble.atlassian.net/l/cp/bmSsMzHL

2. Add an existing form to a contact’s bio
   https://makerble.atlassian.net/l/cp/LvpP10oP

3. add a relationship to contact (e.g. their parent) https://makerble.atlassian.net/l/cp/v85oo9Pb

4. add a flag to a contact https://makerble.atlassian.net/l/cp/w1HisKjK

5. mark the referrer of a contact https://makerble.atlassian.net/l/cp/2pgZdHL7

6. add signposting to a contact https://makerble.atlassian.net/l/cp/zDsCPjwF

7. see the referrers per month chart https://makerble.atlassian.net/l/cp/1uft0zTz

8. see the signposting per month chart https://makerble.atlassian.net/l/cp/Wy2Yf8dK

Stories

1. add a label to a story (e.g. the case study label) https://makerble.atlassian.net/l/cp/xxd4NXFh

2. complete a survey for a single contact https://makerble.atlassian.net/l/cp/sCrTnRqB

3. edit a survey response (or story) you posted https://makerble.atlassian.net/l/cp/2AQWr1Gk

4. send a survey to one or more contacts (via sms/email) with reminders https://makerble.atlassian.net/l/cp/Kwj9RjSR

5. see the Response Rate https://makerble.atlassian.net/l/cp/HJ0mPcRx

6. see the survey results https://makerble.atlassian.net/l/cp/ZC9DK60g

Projects

1. see the surveys added to a project https://makerble.atlassian.net/l/cp/9z3fz2N5

...

Everyone

...

Event basics

...

1. what is an event? https://makerble.atlassian.net/l/cp/r8rp3xU9 https://makerble.atlassian.net/l/cp/XjECoibq

2. how to find an event?

   1. go from the project page: events button https://makerble.atlassian.net/l/cp/rMs4E10S

   2. event filters https://makerble.atlassian.net/l/cp/8BP5dRdr

   3. my apps https://makerble.atlassian.net/l/cp/RPuZPnW7

   4. my home https://makerble.atlassian.net/l/cp/RPuZPnW7

3. how to message event guests
   https://makerble.atlassian.net/l/cp/ZQjQP0Qn
   https://makerble.atlassian.net/l/cp/X1o66nrX

4. how to record attendance at an event https://makerble.atlassian.net/l/cp/LqHSgp7L

5. how to see attendance report https://makerble.atlassian.net/l/cp/yJXbsn9j

6. create an event https://makerble.atlassian.net/l/cp/4bH1w0oR

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Everyone

...

Cases basics

...

1. what is a case? https://makerble.atlassian.net/l/cp/tCu8j8DG

2. find a case https://makerble.atlassian.net/l/cp/C55Q2W0x

3. see a case’s stories https://makerble.atlassian.net/l/cp/yZgEKCu1

4. record time spent on a case https://makerble.atlassian.net/l/cp/BXnWr0MB

5. see total time spent on cases https://makerble.atlassian.net/l/cp/s1Sk0AuE

6. create a case https://makerble.atlassian.net/l/cp/WHSTPC8D

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Everyone

...

Progress (Metrics) basics

...

1. What is progress/impact? https://makerble.atlassian.net/l/cp/e11VafwU

   1. looking at each Stage of the progress panel (from activity, to attendnce, to short long, outcomes, and indicators) https://makerble.atlassian.net/l/cp/fXh1xBAq

2. Progress Boards https://makerble.atlassian.net/l/cp/H3V7Czi1

   1. adding cards to a progress board https://makerble.atlassian.net/l/cp/cuPoAo1F

3. Posting an update about each type of progress tracker https://makerble.atlassian.net/l/cp/6XgfekuL

   1. and seeing that on the progress board

      1. as a Card https://makerble.atlassian.net/l/cp/b1rJ2xfZ

      2. and as a Popup https://makerble.atlassian.net/l/cp/F1NrcSUm

   2. filtering that information using

      1. Contact Filters https://makerble.atlassian.net/l/cp/DthrKdmB

      2. Story Filters https://makerble.atlassian.net/l/cp/X5swooNk

   3. knowing that information is also saved on the project page https://makerble.atlassian.net/l/cp/UMTEwUUh

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Everyone

...

Collaboration basics

...

Communications

• Conversations https://makerble.atlassian.net/l/cp/BuZ8LCEB

• SMS broadcast https://makerble.atlassian.net/l/cp/8vYuT0bP

• Email broadcast https://makerble.atlassian.net/l/cp/0J13zQ10

• notification of replies https://makerble.atlassian.net/l/cp/s2oxMmHZ

Notifications in general

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1208516609/Notifications?atlOrigin=eyJpIjoiYjJkZTBlMDU2NTc2NDczM2E4YmQyZDAyZmNlNjdmOTciLCJwIjoiYyJ9

User Profile - customising your profile

https://makerble.atlassian.net/l/cp/SaFq71QT

see your stories

https://makerble.atlassian.net/l/cp/sy5KuuGS

Homepage https://makerble.atlassian.net/l/cp/enm184eu

• commenting on stories https://makerble.atlassian.net/l/cp/1W7u5Ntm

• liking stories https://makerble.atlassian.net/l/cp/1BVs0iFV

Finding connections (other users) https://makerble.atlassian.net/l/cp/9WdPViEb

Chat (with other users) https://makerble.atlassian.net/l/cp/Xc06dhKg

Tasks

• find

• create

  • delegate

• mark as done

Tips

• find

• discuss

• create

• add to collection

...

Setting up Projects for Contacts

...

1. how to divide your work into projects Design your hierarchy of projects and albums

   1. introducing the idea of albums

   2. how to add projects to albums

   3. seeing album level progress on a Progress Board

2. Waiting List and other states

   1. turning it on

   2. seeing the number in each state (Project States tab of the Contacts App)

   3. filtering by Project State

3. manage your contact forms

   1. see all your forms

   2. details tab: (understand concept of a single field being in MANY forms)

4. design your roles

5. create a contact form

   1. choose a role

   2. create the list fields first

   3. add existing fields to the form

   4. create new fields to add to the form

   5. change the order of the fields

   6. choose multiple choice setting

6. adding contact forms to a project

7. create a signup page

   1. a fixed signup - choosing the states etc

   2. a flexible signup page

   3. reporting on contacts created per Signup Page

...

Org Admins

...

Setting up Metrics

...

1. Creating each of the 5 stages of metrics - activity, attendance, outcomes,,,indicators

2. adding each to a project

   1. seeing them on the project page

3. adding each to a Strategy

4. adding a strategy to a project

5. seeing the strategies used on a project

...

Org Admins

Setting up Surveys

Creating your own Surveys

...

1. Create a basic survey

   1. questions library contains

      1. metrics

      2. custom fields (from your contact forms)

   2. creating questions including

      1. non-shared answer choices and creating other questions in the popup

      2. shared answer choices

   3. turning on One Field per Contact

   4. skip logic

2. seeing which metrics (questions) are used on which surveys

3. See which surveys a single project is using

4. Add survey to project

5. See that surveys added to multiple projects

6. See the questions used across surveys

7. Explore Surveys page

...

Organisation Admin

...

Turning on Advanced Survey Features

...

1. 360° Surveys

   1. perspective providers

2. Edit Mode - editing a survey’s questions from the Survey Profile

3. Outcome Charts

4. Survey Summary Charts

5. Waves

6. Survey Question Wording

7. Multi-project Analysis

...

Org Admins

...

Setting up Events

...

1. Designing the event creation form

2. Choosing the Guest Background Information Fields

3. Designing the Event Guest Booking Form

4. Choosing event states (event guest statuses)

5. Adding event roles

6. Turning on Events in a project

7. Multiple event categories

8. Assigning multiple Event Categories to a project

9. turning on Event Timesheets

10. Event Signup Pages

11. Event Self Check-in Surveys

...

Org Admins

...

Advanced Reporting

...

Maps

Targets (including Deadline) at album and project level

Creating collections

...

Import & Export

...

Imports

• what you can import

Exports

...

Automations

...

1. what is an automation

   1. criteria - different types

   2. actions - different types

2. create

3. edit

4. view logs

5. disable

6. delete

...

Org Admins

...

Sharing - access, Privacy, Ownership

...

1. contacts

2. stories

3. projects

4. managed progress boards and progress boards

5. colleagues

6. metrics

7. strategies

8. surveys

9. project metrics

...

Org Admins

...

Integration: Mailchimp

...

• what is it

• seeing mailchimp info about a contact

• tagging manually

• tagging with an automation

• setting it up

...

Integration: Gmail

...

Integration: Google Cal

...

Integration: Google Drive

...

Integration: Wildix

...

Troubleshooting

...

...

Org Admins

Module A

...

WORKFLOW
(click the blue link to read the 'How To' guide)

...

Stage

...

App this relates to

...

Device type

...

Workflows that only Organisation Admins can do

...

Workflows that only Organisation Admins or Project Managers can do

...

Time Taken in a Training Session (minutes)

...

Internal language used at your organisation to describe this

...

Add a metric (e.g. Attendances) to a project

...

1. Platform Setup & Management

...

Projects

...

Computer

...

Yes

...

Yes

...

00:10:00

...

Add a new Referral Partner or Signposting Partner

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

00:04

...

Add users to a project and remove users from a project

...

1. Platform Setup & Management

...

Projects

...

Computer

...

Yes

...

Yes

...

00:02

...

Edit or rename a project

...

1. Platform Setup & Management

...

Projects

...

Computer

...

Yes

...

Yes

...

00:03

...

Add a form to a project

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

Yes

...

00:05

...

Add a survey to a project

...

1. Platform Setup & Management

...

Surveys

...

Computer

...

Yes

...

Yes

...

00:05

...

Allow a project to have Cases

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

Yes

...

00:04

...

Allow a project to have events

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

Yes

...

00:04

...

Allow a project to have timesheets

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

Yes

...

00:04

...

Close (archive) a project

...

1. Platform Setup & Management

...

Projects

...

Computer

...

Yes

...

Yes

...

00:04

...

Create a contact form

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

00:10

...

Create a new type of Contact Role

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

00:04

...

Create a new type of Flag

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

00:04

...

Create a project

...

1. Platform Setup & Management

...

Projects

...

Computer

...

Yes

...

00:10

...

Create a referral link

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

00:10

...

Create a relationship category

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

00:04

...

Create a survey

...

1. Platform Setup & Management

...

Surveys

...

Computer

...

00:10

...

Deactivate a referral link

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

00:04

...

Edit the fields within a Contact Form

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

00:10

...

Edit a List field

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

00:06

...

Edit a relationship category

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

00:04

...

Edit a survey

...

1. Platform Setup & Management

...

Surveys

...

Computer

...

00:10

...

Edit a type of Contact Role

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

00:04

...

Edit a type of Flag

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

00:04

...

See all your organisation's projects

...

1. Platform Setup & Management

...

Projects

...

Computer

...

00:04

...

Manage 'Organisation Control' of users' account

...

1. Platform Setup & Management

...

Personal Profile

...

Computer

...

Yes

...

00:05

...

Organise your Referral Partners

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

00:05

...

Organise your Signposting Partners

...

1. Platform Setup & Management

...

Contacts

...

Computer

...

Yes

...

00:05

...

Manage users across multiple projects

...

1. Managing users' access

...

Control Panel

...

Computer

...

Yes

...

00:05

...

Adjust your email notification settings

...

1. Login

...

Personal Profile

...

Computer

...

00:03

...

Change your name and profile picture

...

1. Login

...

Personal Profile

...

Computer

...

00:02

...

Change your password while you are signed in

...

1. Login

...

Personal Profile

...

Computer

...

00:02

...

Generate a new password

...

1. Login

...

Personal Profile

...

Computer

...

00:02

...

Login to Makerble

...

1. Login

...

Personal Profile

...

Computer

...

00:02

...

Logout of Makerble

...

1. Login

...

Personal Profile

...

Computer

...

00:01

...

Turn on 2 Factor Authentication

...

1. Login

...

Personal Profile

...

Computer

...

00:04

...

Restrict access to a client

...

1. Register clients

...

Contacts

...

Computer

...

00:04

...

Create a contact

...

1. Register clients

...

Contacts

...

Computer

...

00:10

...

Create a contact (using your mobile phone)

...

1. Register clients

...

Contacts

...

Mobile phone

...

00:10

...

Create Relationships between contacts

...

1. Register clients

...

Contacts

...

Computer

...

00:04

...

Add a client to a one-off event

...

1. Manage clients

...

Events

...

Computer

...

00:03

...

Add a Flag to a contact

...

1. Manage clients

...

Contacts

...

Computer

...

00:03

...

Complete additional forms for a contact

...

1. Manage clients

...

Contacts

...

Computer

...

00:05

...

Disable a Flag on a contact

...

1. Manage clients

...

Contacts

...

Computer

...

00:03

...

Edit the Bio (details) of a client

...

1. Manage clients

...

Events

...

Computer

...

00:05

...

Edit the Bio (details) of a client using your mobile phone

...

1. Manage clients

...

Events

...

Mobile phone

...

00:05

...

Create a one-off event

...

1. Manage clients

...

Events

...

Computer

...

00:05

...

Create a recurring event

...

1. Manage clients

...

Events

...

Computer

...

00:07

...

Edit the details of an existing event

...

1. Manage clients

...

Events

...

Computer

...

00:05

...

Find a contact

...

1. Manage clients

...

Contacts

...

Computer

...

00:05

...

Find an event

...

1. Manage clients

...

Events

...

Computer

...

00:05

...

Post a Timeline Update about a contact

...

1. Manage clients

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Contacts

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Computer

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00:05

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See the contacts you have a Relationship with

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1. Manage clients

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Contacts

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Computer

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00:03

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Log attendance at an event

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1. Manage clients

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Events

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Computer

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00:05

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See the flags a contact has

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1. Manage clients

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Contacts

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Computer

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00:03

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Edit an existing relationship

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1. Release clients

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Contacts

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Computer

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00:03

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Move a pupil to the Alumni state of a project

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1. Release clients

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Contacts

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Computer

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00:03

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Download a PDF of information about a client

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1. Reporting

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Contacts

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Computer

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00:03

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Create a custom table

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1. Reporting

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Contacts

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Computer

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00:05

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Edit a custom table

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1. Reporting

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Contacts

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Computer

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00:03

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Filter results by demographic fields and other attributes of contacts

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1. Reporting

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Boards

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Computer

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00:05

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Report cohort figures on a project

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1. Reporting

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Projects

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Computer

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00:10

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Report attendance figures (Attendance tab of the Events App)

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1. Reporting

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Events

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Computer

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00:05

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Report on signposting

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1. Reporting

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Contacts

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Computer

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00:04

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Segment results data by demographics and other List fields

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1. Reporting

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Boards

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Computer

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00:05

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View a custom table

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1. Reporting

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Contacts

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Computer

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00:03

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View progress using a Board

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1. Reporting

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Boards

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Computer

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00:10

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View the demographic charts

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1. Reporting

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Contacts

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Computer

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00:05

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Report on the number of referrals from each referral partner

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1. Reporting

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Contacts

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Computer

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00:04

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Report on the number of contacts in each project

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1. Reporting

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Contacts

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Computer

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00:04

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Enter a survey response for a single contact

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1. Survey data collection

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Contacts

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Computer

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00:05

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Enter survey responses for several contacts at once

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1. Survey data collection

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Contacts

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Computer

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00:07

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Send a unique survey link by email

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1. Survey data collection

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Contacts

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Computer

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00:05

Module A

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Module A - Lesson 1 - Progress tagged to contacts

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