Skills allow you to state the handling requirements of your contacts. For example, if you have a contact (client) who has autism and needs someone who is autism trained to work with them, you can add Autism Training as a Skill Required by the contact and as a Skill Possessed by your team members who have had that training.
Getting started with skills
Enable skills on the Organisation Preferences page
Create and update a bank of skills
Assign skills required to contacts
Assign skills possessed to users
Create and update a bank of skills
Go to your organisation’s Skills page https://www.makerble.com/charities/741/skills - replace the number 741 with the ID number of your organisation
Press the New Skill button to add a new skill
Press the Edit or Delete button to amend existing skills
Add skills required to a contact
Go to the Contact’s profile page
On the left panel is a new section called Skills
It allows you to add a new Skill Required to that Contact
You can add as many skills as have been created
Add skills possessed to a user
Only organisation admins can update the Skills Possessed of their users
Go to the User profile page
On the left panel is a new section called Skills
It allows you to add a new Skill Possessed by that User
You can add as many skills as have been created