Contact Profile: the Summary tab

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

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

Key features

Left column

Middle column

Right column

Left column

Middle column

Right column

History section: where you can see

 

Stories Timeline

Tasks

Notes: add basic notes that are visible to everyone who can see the contact

 

Toggle between Contact 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

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