You can manage your Signposting Partners using the Contacts AppThis means you can .
Terminology
Referrals on Makerble are inbound - i.e. recording the sources from which contacts are added to your organisation and its projects
Signposting on Makerble is outbound - i.e. recording the destinations to which you send your contacts
When you use the Signposting features on Makerble to, you can:
Report on the number of signpostings made
Report on the specific destinations that you signposted your contacts to
Gain a better understanding of which organisations and individuals your staff are signposting your clients to
Avoid duplication and crossed wires within your team because everyone can see the history of signposts that relate to each of your clients
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Setup steps
This guide covers the 3 stages of setup
Associate a Contact Form with the ‘organisation’ Contact Type
Designate a project for storing your Signpost Partners
Distinguish between Signposting Partner Organisations and the Individuals that work within them (and indeed any Signpost Partners that are only individuals rather than being employees of an organisation)
1. Associate a Contact Form with the ‘organisation’ Contact Type
Create a Contact Form that you can use to store details of your Signpost Partner Organisations
Follow the steps to Create a Contact Form (Beneficiary Category) but make sure you set the Contact Type as Organisations, not People
2. Designate a project for storing your Signpost Partners
It is best to create a separate project for your Signposting Partners. (This could be the same project that you use to organise your Referral Partners)
Click Create in the top menu and select Project.
Call the project “Signposting Partners” and press Save. (Alternatively you might want to put them in a project called “Stakeholders”)
3. Distinguish between Signposting Partner Organisations and Individuals
If you ordinarily distinguish between referral partners which are organisations versus the individuals that work for them, then you can create two different Contact Forms; one for Signposting Partner Organisations and another for Signposting Partner Individuals
Follow the steps to Create a Contact Form (Beneficiary Category) for Signposting Partner Individuals. Set the Contact Type as People
Add both Contact Forms to your Signposting Partners project using the steps outlined here Add a contact form and states to a project