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

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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 NameInstructions
NameThe Name of the Contact
Company | NameThe Company associated with the Contact
Main Email AddressThe Main Email Address of the Contact
CountryThe Country of the Contact
Creation DateThe 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

FieldsInstructions
First Name *Enter the Contact's First Name (Mandatory)
Last Name *Enter the Contact's Last Name (Mandatory)
Main Email AddressEnter the Contact's Main Email Address
Additional Email AddressEnter the Contact's Additional Email Address
Job TitleEnter the Contact's Job Title
Mobile PhoneEnter the Contact's Mobile Phone
Office PhoneEnter the Contact's Office Phone
Street AddressEnter the Contact's Street Address
Postal CodeEnter the Contact's Postal Code
CityEnter the Contact's City
StateEnter the Contact's State
CountrySelect the Contact's Country
VAT NumberEnter the Contact's VAT Number (or any other Tax Number)
NotesEnter Notes for the Contact

Royalties Tab

FieldsInstructions
VAT Rate (%)Enter the Contact's VAT Rate (or any other Tax Rate)

Tags Tab

FieldsInstructions
Custom TagsEnter Custom Tags for the Contact

Associated Resources Tab

FieldsInstructions
Associated CompanySelect the Company to associate with the Contact
Associated ContributorsSelect 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.