Contacts
What is a Contact?
In Reprtoir, a "Contact" is a legal person, such as a Customer, a Supplier, or a Rights-Holder. Contacts are used to share Playlists and produce Royalty Statements.
Contacts List
Where can find the Contacts List?
To display the Contacts list, go to the navigation menu located at the left of the Workspace, click on the "CRM" icon, browse to the "CRM" section, and click on the "Contacts" list.
The Contacts List displays several columns by default, including:
| Column Name | Instructions |
|---|---|
| Name | The Name of the Contact |
| Company | Name | The Company associated with the Contact |
| Main Email Address | The Main Email Address of the Contact |
| Country | The Country of the Contact |
| Creation Date | The Creation Date of the Contact |
You can add or remove additional columns using the optional Custom Columns feature.
Adding a Contact
To add a Contact, go to the navigation menu located at the left of the Workspace, click on the "CRM" icon, browse to the "CRM" section, and click on the "Contacts" list.
At the top right of the list, click the orange "New Contact" button and select "Manual Entry".
A pop-up window will open to enter the necessary data for the new Contact:
Details Tab
| Fields | Instructions |
|---|---|
| First Name * | Enter the Contact's First Name (Mandatory) |
| Last Name * | Enter the Contact's Last Name (Mandatory) |
| Main Email Address | Enter the Contact's Main Email Address |
| Additional Email Address | Enter the Contact's Additional Email Address |
| Job Title | Enter the Contact's Job Title |
| Mobile Phone | Enter the Contact's Mobile Phone |
| Office Phone | Enter the Contact's Office Phone |
| Street Address | Enter the Contact's Street Address |
| Postal Code | Enter the Contact's Postal Code |
| City | Enter the Contact's City |
| State | Enter the Contact's State |
| Country | Select the Contact's Country |
| VAT Number | Enter the Contact's VAT Number (or any other Tax Number) |
| Notes | Enter Notes for the Contact |
Royalties Tab
| Fields | Instructions |
|---|---|
| VAT Rate (%) | Enter the Contact's VAT Rate (or any other Tax Rate) |
Tags Tab
| Fields | Instructions |
|---|---|
| Custom Tags | Enter Custom Tags for the Contact |
Associated Resources Tab
| Fields | Instructions |
|---|---|
| Associated Company | Select the Company to associate with the Contact |
| Associated Contributors | Select Contributors to associate with the Contact |
Once filled in, to save the new Contact, click on the orange "Save" button at the bottom right of the pop-up window. The new Contact will be opened in a new panel and displayed in the "Contacts" list.
Click the grey "Cancel" button to cancel the action.
Adding Contacts in bulk with Spreadsheets
To add Contacts in bulk, go to the navigation menu located at the left of the Workspace, click on the "CRM" icon, browse to the "CRM" section, and click on the "Contacts" list.
Click on the orange button "New Contact" and then hit "Import from a Spreadsheet" at the top right of the list.
Please follow the instructions in the dedicated article on imports by Spreadsheets.
Editing a Contact
To edit a Contact, go to the navigation menu located at the left of the Workspace, click on the "CRM" icon, browse to the "CRM" section, and click on the "Contacts" list.
Please find the Contact to edit in the list and click on its name. This will open the Contact panel.
Click on the "Edit" button at the top right of the list. This will open a pop-up window at the right of the Workspace to edit the Contact metadata.
To save, click the orange "Save" button at the bottom right of the pop-up window.
Click the grey "Cancel" button to cancel the action.
Editing Contacts in bulk
To edit Contacts in bulk, go to the navigation menu located at the left of the Workspace, click on the "CRM" icon, browse to the "CRM" section, and click on the "Contacts" list.
Select one or more Contacts in the list, right-click (or, when hovering over the Contacts, click on the three dots on the right side), and then click on the "Edit" action in the opened contextual menu.
This will open a pop-up window at the right of the Workspace to mass edit the selected Contacts' metadata. Please visit the Mass Edit article to learn more about this feature.
To save, click the orange "Save" button at the bottom right of the pop-up window.
Click the grey "Cancel" button to cancel the action.
Deleting a Contact
To delete a Contact, go to the navigation menu located at the left of the Workspace, click on the "CRM" icon, browse to the "CRM" section, and click on the "Contacts" list.
Find the Contact to edit in the list and click on its name. This will open the Contact panel.
Click on the arrow icon behind the "Edit" button at the top right of the list and click on "Delete".
This will open a pop-up browser alert at the top of the Workspace.
To stop the action, click the "Cancel" button.
Click on the "OK" button to confirm the deletion.
Deleting Contacts in bulk
To delete Contacts in bulk, go to the navigation menu located at the left of the Workspace, click on the "CRM" icon, browse to the "CRM" section, and click on the "Contacts" list.
Select one or more Contacts in the list, right-click (or, when hovering over the Contacts, click on the three dots on the right side), and then click on the "Delete" action in the opened contextual menu.
This will open a pop-up browser alert at the top of the Workspace.
To stop the action, click the "Cancel" button.
Click on the "OK" button to confirm the deletion.
Updated over 1 year ago