You can add several Perspective Providers to a contact.

Watch the walkthrough

How to add a Perspective Provider

Steps

1. Go to the Contact profile page of the Perspective Receiver

2. Check that the Perspective Provider has a Relationship with the contact

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   1. If the Perspective Provider does not already have a Relationship with the Contact, create a Relationship

   2. It is not mandatory to create a Relationship between a Perspective Provider and a Contact (the Perspective Receiver). However if you do, it makes it easier to identify and filter their responses.

3. Go to the Perspectives From tab

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4. Enter the names of the Perspective Providers

   1. If the Perspective Provider already exists as a Contact on Makerble, you can only add them if they have an Email Address saved on their Contact Profile

   2. If the Perspective Provider does not already exist as a Contact on Makerble, you must enter their email address in the Add a Perspective Provider text field. (Makerble will automatically generate a Contact Record for that person and their name will be their email address; until you edit it)

5. Press Save Changes

Related articles

• How to use Perspective Providers