Skills allow you to state the handling requirements of your contacts. For example, if you have a contact (client) who has autism and needs someone who is autism trained to work with them, you can add Autism Training as a Skill Required by the contact and as a Skill Possessed by your team members who have had that training.

Getting started with skills

• Enable skills on the Organisation Preferences page

• Create and update a bank of skills

• Assign skills required to contacts

• Assign skills possessed to users

Add skills possessed to a user

• Go to the User profile page

• On the left panel is a new section called Skills

• It allows you to add a new Skill Possessed by that User

• You can add as many skills as have been created