Assign to One or More Types of Support
How Are They Notified
They would receive an automated holding SMS message to say that you’re currently organising their support and will be in touch with more details soon.
How Is The Team Notified About Who Was Added
Staff on those projects get a notification to say that a new person has been added to their project. They then will be able to view details on the screen.
How Will The Team Edit It On A Day-to-Day Basis
They can click the Add/Remove Projects button on the contact’s profile page
How You Report Results On Makerble
See the number of people enrolled on each project each month
See the demographic characteristics of your clients
What Your Setup Steps Are To Have This Ready On Makerble
Create a project for each type of activity or service you provide.
For reporting purposes, you can quickly group several projects into an album. And a single project can be part of many albums.
How You Could You Use More Advanced Options
Create a case for that client
(Cases sit within projects but are linked to a single client and can have several staff assigned as case workers)