Profile Summary - everything you know about a contact in one place
- Matt Kepple
- Faustina Lawrence (Unlicensed)
You can see all the information you have about a contact in one place on the contact’s Profile Summary.
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
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
Left column | Middle column | Right column |
|---|---|---|
| History section: where you can see
Stories Timeline | Notes: add basic notes that are visible to everyone who can see the contact |
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.
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