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Option 1: Tagged Contacts only
In a Short Story (Quick Update)
Users can only select Tagged Contacts when recording progress
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Option 2: Manual Headcount only
In a Short Story (Quick Update)
When there are no Contacts in a project, you can only log progress towards goals and sub goals using Anonymous Numbers. (Called Anonymous contacts)progress trackers using Manual Headcount numbers.
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In a Survey Response
Option 3: Both
In a Short Story (Quick Update)
The user can record progress using both Tagged Contacts as well as by entering Anonymous Numbers
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Go to the Project Preferences page
To enable Option 1: Record progress with Tagged Contacts only
Tick “Hide the Manual Headcount section on create story pages if there are project contacts”
Ensure there are contacts added to the project
Now you will only see option to record progress with tagged contacts while posting Short Stories and Survey Responses. (You will still have the option to collect Manual Headcount from a Survey Campaign page)
To enable Option 2: Record progress with Manual Headcount only
Leave “Hide the Manual Headcount section on create story pages if there are project contacts” unticked
Do not add any contacts to the project
Now you will only see option to record progress with Manual Headcount while posting Short Stories and Survey Responses, unless you add contacts to the project. (Although even if you do add contacts to the project, you can still post a Manual Headcount only story by selecting the Manual Headcount options on a Survey Campaign page)
To enable Option 3: Record progress with both Tagged Contacts and Manual Headcount
Leave “Hide the Manual Headcount section on create story pages if there are project contacts” unticked
Now you will see the option to add Manual Headcount as well as the option to tag contacts
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