Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Welcome🤗. Maybe you've just received a duplication warning on Makerble or perhaps you're proactively reading this user guide so you can make the most of the platform.

Either way, this article outlines how you can design your forms to avoid duplication and at the same time, make it easier to communicate and record your interactions with everyone whose details you have.

Connect contacts together using relationships

What's the big deal… why can't I add several “Name” fields to a form?

  • Makerble connects your information so that you never need to enter the same thing twice.

  • In your previous way of working, you might have needed to enter the same information multiple times (e.g. copying and pasting between spreadsheets), but on Makerble you don't need to do that.

  • Your paper forms (or old forms you’re bringing across from your spreadsheets or older system) might be designed to capture duplicate information.

  • The purpose of this part of the onboarding process is to avoid any of those unhelpful practices from being carried across to your new Makerble platform.

What does it mean to be a ‘connected platform’?

Version 2 Final v1 Animation D-CRM-1.mp4

Want to know more?

  • No labels