Contacts

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What is a Contact in Reprtoir?
In Reprtoir, a Contact is a legal person.
Adding a Contact
To create a Contact, go to the navigation menu on the left, open the "CRM" section and then click on the "Contacts" list. Then click on the orange button "New Contact" located at the top right of the list and choose "Manual Entry" in the drop-down list.
This will open a pop-up window with multiple tabs to enter the metadata needed to create a Contact. Please go to the Tabs section below to learn more.
To record the new Contact, click on the orange button "Save" located at the bottom right of the pop-up window. The new Contact will then be immediately available in the "Contacts" list. To stop the action, click on the grey "Cancel" button next to it.
Editing a Contact
To edit a Contact (or several at a time), go to the navigation menu on the left, open the "CRM" section and click on the "Contacts" list. Select one or more Contacts in the list, point them and click right (or click on the three dots icon 
 located on the right side of the line when you hover it) and then click on the "Edit" action in the opened contextual menu.
This will open a pop-up at the right of the Workspace to mass edit the Contacts metadata. To learn more about the "Mass Actions" feature, follow the link below:
Mass Actions
To save the modification(s), click on the orange "Save" button located at the bottom right of the pop-up window. The modification(s) will then be immediately available in the Contacts list. To stop the action, click the gray "Cancel" button next to it.
Contact Tabs
Details
Royalties
Tags
Associated Resources
This Tab is for adding or removing Metadata to the selected Contacts. 
Field
Instructions
First Name *
​
Last Name *
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Email
​
Job Title
​
Mobile Phone
​
Office Phone
​
Street Address
​
Postal Code
​
City
​
State
​
Country
​
VAT Number
​
Notes
Record a custom note
This Tab is for adding or removing additional data to the selected Contacts.
Field
Instructions
VAT Rate (%)
​
Balance Consolidation Frequency
​
Minimum Payout
​
This Tab is for adding or removing Custom Tags to the selected Contacts. To learn more, please follow the link below.
Tags
This tab is for adding or removing Assets to the selected Contacts.
Field
Instructions
Associated Company
​
Associated Contributors
​
​
​

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Last modified 1yr ago

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On this page

What is a Contact in Reprtoir?

Adding a Contact

Editing a Contact

Contact Tabs