Create a Contact from the Create menu
- Matt Kepple
- Faustina Lawrence (Unlicensed)
You can create a contact using the Create menu
Requirements
Users must be given permission to create contacts.
This permission is set using Organisation Preferences.
Steps
From any page on Makerble, select Create in the top menu
In the dropdown menu, select Contact
A page appears with a single dropdown list called Choose a project
Type the name of your project in that dropdown list
A list of matching projects will appear
Select the project that the contact will be added to
You are now prompted to choose a form to use to create your contact
Click the dropdown list to see a list of the Contact Forms available
Select the Contact Form to use to create the contact
You are now prompted to choose a type of contact
Click the dropdown list to see the types that are available on the Contact Form you have chosen
Select the Type of Contact you want to create (Person, Organisation, Object or Animal)
Now the rest of the form will load
The Internal Descriptions are displayed below the name of the fields. The descriptions appear in grey text and italics.
Add the relevant details and press Save
You arrive on the Contact Profile page for the newly created contact: the details you entered in the form are displayed in the section on the left side.
To create contacts in bulk from a spreadsheet or other data source, follow the instructions to import contacts.