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Record the work you do with an individual on their contact profile.
A contact can be a person, organisation, animal or object.
Each individual (person, organisation or even object or animal) has their own contact record
Each individual’s contact record stores their involvement across all the activities you provide
Quickly identify individuals using Search, Groups and Filters to find people with specific characteristics
Create your own forms, share them as a link or embed them on your website
Avoid duplication of fields and make reporting easier. Makerble has a library that automatically organises every field you or your colleagues have created
Automatically store people’s details in the Contacts App (your CRM) whenever they complete a form
Automatically store the agency that made the referral
Automatically add new referrals to a project’s Waiting List and then move them to ‘Enrolled’ in a click
Create your own Automations that save you time based on your own rules
See your demographic stats and those of any other characteristics
Filter results by project and/or any other filter
Every contact has their own profile page that lets you and your colleagues see everything there is to know about that person, organisation, etc.
This includes survey responses, relationships, timeline posts, tasks and more
To learn more, read about the Contact Profile Page.
The Manage Beneficiaries page has several tabs, such as the Splits tab (shown below) that provides some data about all the beneficiaries.
The different tabs for analysing beneficiaries are explained in the articles below:
https://youtu.be/bLLOeOH54rQ?si=hyyE0BEVmK5-P40e
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