Overview tab of the Manage Contacts page
- Matt Kepple
Steps
Select My Apps in the top menu
Select Contacts
You always arrive on the Overview tab of the Manage Contacts page
Use the pagination (numbers at the bottom of the page) or search bar to find the contact you are after. Click their name to go to their Contact Profile Page.
Columns displayed
The Overview tab displays a fixed set of columns:
Column title | What does it display? | Can the content be edited? |
|---|---|---|
Contact Name | The name of the contact | Yes - you can edit the contact’s Bio to change their name |
The flags that have been added to that contact | Yes - you can enable or disable a Flag on a contact to see their Flags change | |
Type | Whether the contact is a
| This is set when the contact is created and cannot be changed unless you email helpdesk@makerble.com |
Date Joined Organisation | The date that contact record was created on Makerble | No |
Added By | The user who created the contact record | No |
Projects | The projects the contact is part of | Yes - you can Move a contact Between Projects to change the project(s) that the contact is assigned to |
Groups | The groups the contact is part of (if at least one Group has been created) | Yes - you can add and remove contacts from groups |
Perspectives From | The number of contacts who can give their perspective on how this contact is doing (uses 360 Surveys) | Yes - you can add more Perspective Providers to a contact |
Perspectives To | The number of contacts that this contact is able to give their perspective on (uses 360 Surveys) | Yes - you can make the contact a Perspective Provider of other contacts |
Time Spent | The total time recorded on timesheets for that contact (only populates if you are using Task & Update Timesheets or Event Timesheets) | Yes - by completing more timesheets for the contact |
Cases | (only populates if you are using Cases) | Yes - by creating more cases that relate to the contact |
Date of 1st interaction | The date of the contact’s first survey response or the first story they were tagged in | No - this is detected automatically however if you use Date Happened to set a story’s date as earlier than the Date of 1st Interaction, the date of 1st interaction will adjust accordingly. |
Date of Most Recent Interaction | Date of the contact’s most recent survey response or story they were tagged in | No - this is detected automatically however |
When looking at contacts from a single project
If you use the Contact Filters to restrict your view to the contacts of a single project, an additional pair of columns appear on this tab:
State: this shows which state the contact is in on that project
Date added to state: this shows the date that the contact was added to that state on this project
Sorting the table
Click each column title to sort the table in alphabetical or reverse alphabetical order by that column