A private profile for each contact

• Create a profile for each service user, beneficiary and client

• This is a private profile and you can choose exactly who on your team has access to it

• From a GDPR perspective:

  • You can indicate on each contact’s profile when they gave you consent and you can upload a scanned image of the consent form

Add case notes for each case

• Your contacts can be part of as many cases as you need them to be

• On Makerble, each case will be a project

• You can add a range of content to your case notes:

  • Text

  • Attachments of any file type: Documents, Images, Videos, Audio Files, etc

Manage all your contacts from one place

• On Makerble you can see all your contacts

• See at a glance the cases, projects and services that each contact is involved in

• Add contacts into groups to make management easier

If you would like to discuss how you could use Makerble for case management, get in touch with us for a no obligation phone call.