Title: Contact Profile: the Summary tab  
Owner: Matt Kepple
Creator: Matt Kepple Sept 12, 2022
Last Changed by: Matt Kepple Feb 12, 2025
Tiny Link: (useful for email) https://makerble.atlassian.net/wiki/x/IACeUg
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Makerble User Guide (26)
    Page: Access a Story's page
    Page: Access Levels to a contact
    Page: Add guests to an event
    Page: Analysis & Reporting: analyse survey results
    Page: Complete a Survey for a single contact using the Contacts App
    Page: Contact Types
    Page: Copy a Survey Response or Story
    Page: Creating & Editing a Contact Form
    Page: Days since last update by a colleague (Automation Criteria)
    Page: Decide which Forms to use on each Project
    Page: Design your use of Contacts
    Page: Event Guests
    Page: Filter the stories that are displayed using Timeline Filters
    Page: I can't see the Contacts app within the My Apps ribbon menu
    Page: Import survey responses, attendance records, case notes and stories with tagged contacts using a CSV file
    Page: Longitudinal survey analysis using Waves and Custom Tables
    Page: Manual Headcount versus Progress tagged to contacts
    Page: Merge Contacts
    Page: Module A - Basics Part 1
    Page: Provide access to a specific contact
    Page: See a contact's timeline
    Page: See your level of access to each contact
    Page: Send an SMS to a single contact
    Page: Trends: Charts on a contact's profile page
    Page: View a Contact Form
    Page: View stories in the Newsfeed or a on a Timeline
Makerble API (1)
    Page: Categories and Instances
Hierarchy
Children (6)
    Page: See which projects and project states a contact is in
    Page: History section of the Contact Profile Page
    Page: See a contact's Ward
    Page: See the projects a contact is part of
    Page: See and send emails with Gmail from within Makerble
    Page: See a contact's timeline
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Time Editor  
Feb 12, 2025 13:05 Matt Kepple View Changes
Jun 26, 2024 07:38 Faustina Lawrence (Unlicensed) View Changes
Nov 21, 2022 19:17 Matt Kepple View Changes
Sept 12, 2022 23:14 Matt Kepple  
Outgoing Links
Makerble User Guide (17)     Page: View a Contact's Profile page
    Page: Create a Case
    Page: Add a contact to a project
    Page: See a contact's timeline
    Page: History section of the Contact Profile Page
    Page: See which projects and project states a contact is in
    Page: Signposting
    Page: Contact Groups
    Page: Contact Profile: the Summary tab
    Page: Stories
    Page: Bio - View a contact's Bio
    Page: Tasks
    Page: Add a Relationship to a Contact
    Page: Add contacts to a project (or project state)
    Page: Referred By: track who referred each Contact to each Project
    Page: Audiences (previously Roles for Contacts)
    Page: Add a Flag to a Contact