Signpost a Contact

Owned by Matt Kepple
Last updated: Jan 21, 2023
3 min read

You can record that you have signposted a contact to an external organisation

 

Before you can signpost a contact, Signposting must be turned on for your organisation: Turn on Signposting

Note that Signposting is different to sharing a contact with external partners.

  • Signposting is a reporting mechanism. It allows you to record on Makerble that a certain contact was signposted to an organisation but it does not send any automated communication to the Signposting partner

  • Sharing a contact with partners is a communication mechanism; it lets you send an email to someone and explain why you are giving them access to that contact.

  • As such you might find it useful to do both of these steps rather than only one or the other.

Steps

  1. Once signposting has been turned on, the next time you go to a Contact’s Profile Page, you will see the Actions button

  2. A dropdown menu appears

  3. Select Signpost

  4. The New Signpost popup appears

  5. A popup appears that lets you add the details of the person or organisation that you signposted this contact to

  6. Once you have selected them, press the Close button

  7. Details of the Signpost now appear on the signposted contact’s Profile page

  8. Corresponding details are also displayed on the contact profile page of the organisation and/or person that your contact was signposted to

  9. When you return to the Contacts App and go to the Productivity tab, you will see additional charts displayed that relate to Signposting. They show the number of

    1. Signpost Organisations you signposted to

    2. Signpost Individuals you signposted to

    3. Signpost Organisations + Signpost Individuals that you signposted to

To log signposts made to Signpost Organisations, you must have Contact Forms associated with the ‘Organisation’ Contact Type