How to use the Manage Contacts page

This is the page people arrive on when they go to the Contacts app on Makerble. From here a user can:

• Display their list of contacts - also known as Clients, Beneficiaries, Stakeholders) from various charities or projects (Yellow arrow)

• View more information about Contacts - by switching between the various tabs (Orange arrow)

  • Overview tab

  • Splits tab

  • Productivity tab

  • Details tab

  • Progress Trackers tab

• Access a sub menu of options - if they are a Charity Editor, e.g. the ability to create groups. (Green arrow)

• Create a new contact - if creating Contacts has been enabled for that category of user on the Charity Preferences page (Red arrow)

• Open a Contact’s record - by clicking the name of the Contact