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

  1. Click Create in the top menu

  2. Select Contact

  3. The Create Contact page loads

  4. 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”

  5. Once you select the project, the Choose a Contact Form dropdown list appears. There should be two forms listed - Partner - Organisation and Partner - Individual

  6. Select the form depending on whether you are adding the details of the organisation or an individual within that organisation

  7. Complete the form and then press Save

  8. You arrive on the contact’s profile page

  9. 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

  10. You can then link those people to the organisation by adding a Relationship