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:
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 *
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
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On this page
What is a Contact in Reprtoir?
Adding a Contact
Editing a Contact
Contact Tabs