You can see all the information you have about a contact in one place on the contact’s Profile Summary.

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What this article covers:

How to access a contact’s profile

• You arrive on a contact’s Profile Summary whenever you click their name in another part of Makerble

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What you’ll find on a contact’s profile

There are a variety of tiles on a contact’s profile page - each contains different information.

• Every tile can be collapsed and expanded based on what you’d like to see

• Some tiles only appear when you turn on those features

Tailor your view of a contact’s bio

• Every contact has a bio that shows key information about them such as

  • Demographics

  • Contact Details

  • Communication Preferences

  • Consent

Display information from specific Contact Bio Forms

Using the Choose Forms dropdown list in the Bio box of the Contact Profile Page you can switch between the different Contact Forms that have been completed for that contact

Change the order of the fields on the bio

Click on the Change the order of these fields option in the Bio Box.

This will redirect you to the Reorder Fields page where you can change the order of a field or all the fields.

Related Articles

1. See which projects and project states a contact is in

2. See a contact's timeline