Contact forms to use when creating a contact

If you’ve got several Contact Forms , you can specify which Forms should be used to register new participants/contacts on this project

Contact forms to use when editing a contact

Control which Contact Forms can be added to a contact while editing their Bio

Let’s say you use one Contact Form to register new people but then you have an additional form for collecting more information after they’ve been registered; this is where you would add that additional form.

Decide which users are allowed to edit contacts they did not create

If you have a large team, you might want to control which colleagues have permission to complete or update particular forms for a contact. This is where you can assign those permissions.

Enrolled state, Waiting List, Alumni and Declined

If you want to distinguish between people who are

• on your Waiting List

• Enrolled on the project

• Alumni - who were e.g. in a previous cohort

• Declined - i.e. people who didn’t meet your eligibility criteria for this project

Events

Organise your group workshops and 1:1 sessions

• Invite contacts to events

• Track their attendance

• Send them SMS and Email messages before, during and after each event

Cases

If you take a Case Management approach to your work, the Cases app will let you split your work with each contact into a number of cases

You can then access additional Case Management reports

Stories

The default settings are sufficient in the majority of cases but if your work is of a particularly sensitive nature, you might want to change the default privacy level of the updates that are posted.

Financial Values Calculator

If you need to report social value, turn this on and email success@makerble.com to set up your Social Values.

Timesheets

If tracking time spent is important on this project, e.g. for casework, turn on Task & Update Timesheets. You and your colleagues will be promoted to record the time spent after every task is completed and every update or survey response is posted.