Contact Profile Page: Perspectives From tab

Owned by Matt Kepple
Last updated: Nov 21, 2023 by Faustina Lawrence (Unlicensed)
2 min read

The Perspectives From tab displays the contacts who are able to provide a perspective on how the main contact is doing

The table displays:

  • Name of each perspective provider

  • Email Address of each perspective provider

  • Number of times that each perspective provider has been invited to give their perspective about the main contact (i.e. been sent a survey)

  • Number of times that each perspective provider has given their perspective about the main contact (i.e. completed a survey)

  • The user can search for contacts by entering their Name, Email Address or Phone Number.

  • When the user enters a new Phone Number, the system will automatically create a new contact who is a witness and the Name and Phone Number will be their Phone Number.

Steps

  1. Access the Contact Profile Page of the main contact

  2. Select the Perspectives From tab

  3. You arrive on the Perspectives From tab

  4. From here you can

    1. See contacts who are providing their perspective on your main contact

    2. Choose additional contacts whose perspective you want