Skills Matching Template
From SmartWiki
When creating a Level 1 Templates there are 2 different Template styles to choose from:
- The Standard Template
- The Skills Matching Template.
- The Skills Matching Template allows you to define a set of skills that are related to a particular Level 1 record.
- In the Contact section of that record a Skills Match button will appear which will allow you to find contacts that have the relevant skills defined for that entity.
- For example, if the Level 1 record is a funding application for a project researching Whale Migration Patterns you may want to assign reviewers with skills in Oceanography, Marine Biology and Meteorology.
