You As a signed-in-user you can create a new contact from several places:
The Create Menu
Within the Contacts App
My Home
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Users must be given permission to create contacts. This permission is set using Organisation Preferences. |
Step by step instructions
From the Create Menu
From any page on Makerble, select Create in the top menu
In the dropdown menu, select Contact
A page appears with a single dropdown list called Choose a project
Type the name of your project in that dropdown list
A list of matching projects will appear
Select the project that the contact will be added to
You are now prompted to choose a form to use to create your contact
Click the dropdown list to see a list of the Contact Forms available
Select the Contact Form to use to create the contact
You are now prompted to choose a type of contact
Click the dropdown list to see the types that are available on the Contact Form you have chosen
Select the Type of Contact you want to create (Person, Organisation, Object or Animal)
Now the rest of the form will load
Add the relevant details and press Save
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.
From the Contacts App
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Access the Contacts App
Select My Apps in the top menu and select Contacts
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Press the Make A Contact button
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Select the project that the contact will be added to
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contact (e.g. register a client) from three places.
Create a Contact using the CREATE button | Create a contact using the Contacts App | Create a contact using the Homepage shortcut |
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Summary of the process
Choose the project that the contact will be created within
Project choice is not permanent.
Once a contact has been created within a project, they can be added to additional projects and/or removed from the original project
Choose the Contact Form to use to create the contact
Select the Type of Contact you want to create (Person, Organisation, Object or Animal)
Add the details of the Contact and press Save
You arrive on the Contact Profile page for the newly created contact
From the Homepage
Go to My Home
In the left column is the Contacts box
Select the New Contact button
This launches a popup
Select the project that the contact will be added to
Select the Contact Form to use to create the contact
Select the Type of Contact you want to create (Person, Organisation, Object or Animal)
Add the details of the Contact and press Save
- You arrive on the Contact Profile page for the newly created contact
Every project may have one or more contact forms assigned to it.
Once a contact has been created, their record can be updated with details from additional Contact Forms
Choose the Contact Type to assign to the contact.
There are four possible types: Person, Organisation, Animal and Object.
Complete the Contact Form to create the new contact.