Add a new Signposting Partner
You can add new signposting partners to Makerble.
This article is designed for organisations that have followed the recommended steps to organise your signposting partners.
Steps
Click Create in the top menu
Select Contact
The Create Contact page loads
In the Choose Project dropdown list, select the project that your organisation is using to store its signposting partners. The project might be called “Partners”
Once you select the project, the Choose a Contact Form dropdown list appears. There should be two forms listed - Partner - Organisation and Partner - Individual
Select the form depending on whether you are adding the details of the organisation or an individual within that organisation
Complete the form and then press Save
You arrive on the contact’s profile page
If there are other contacts you need to create, e.g. for one or more members of staff who work at that Referral Partner Organisation, create additional contacts for those people
You can then link those people to the organisation by adding a Relationship