Skills Matching Template

When creating a Level 1 Templates there are 2 different Template styles to choose from:

1. The Standard Template
2. 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.

See Also

• Level 1 Templates