Contacts
This page is still under construction. We apologize for any accuracies or mistakes it may contain. If you cannot find what you are looking for or have any other questions, feel free to contact us using the Chat available at the bottom right of your screen in your Workspace, or by email at:
[email protected]In Reprtoir, a Contact is a legal person.
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.
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:
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.
Details
Royalties
Tags
Associated Resources
This Tab is for adding or removing Metadata to the selected Contacts.
Field | Instructions |
First Name * | |
Last Name * | |
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.
This tab is for adding or removing Assets to the selected Contacts.
Field | Instructions |
Associated Company | |
Associated Contributors | |
Last modified 1yr ago