Contact Profile Page: Perspectives From tab
- Matt Kepple
- Faustina Lawrence (Unlicensed)
The Perspectives From tab displays the contacts who are able to provide a perspective on how the main contact is doing
The table displays:
Name of each perspective provider
Email Address of each perspective provider
Number of times that each perspective provider has been invited to give their perspective about the main contact (i.e. been sent a survey)
Number of times that each perspective provider has given their perspective about the main contact (i.e. completed a survey)
The user can search for contacts by entering their Name, Email Address or Phone Number.
When the user enters a new Phone Number, the system will automatically create a new contact who is a witness and the Name and Phone Number will be their Phone Number.
Steps
Access the Contact Profile Page of the main contact
Select the Perspectives From tab
You arrive on the Perspectives From tab
From here you can
See contacts who are providing their perspective on your main contact