Contacts allow you to keep track of customers and venues, both of which you can assign to projects.
Adding Contacts #
To add a contact, head over to Company > Contacts and click the New Customer or New Venue button in the upper right corner, depending on what type of contact you are adding. From there, simply add teh contact’s name and any details you wish to provide such as email, phone, web links, and addresses, then click Save.
Editing Contacts #
To edit a contact, head over to Company > Contacts, and click the name of the contact you want to edit. From there, simply click the option dots in the left pane and click Edit.
Viewing a Contact #
Viewing a contact’s information at a glance is simple. Head over to Company > Contacts, and click on the name of any contact. From there, you will see a page where you can edit the contact and view all information pertaining to them such as their contact information, open projects, people (users and guests) that have been linked to the contact, as well as attachments and more.
Linking Users and Guests to Contacts #
You may find it useful to link a user or guest to a contact in some cases, such as linking a customer’s Cue Manager account to their respective contact. For example, let’s say you have a customer contact named ABC Productions and you want to link the owner, John Smith, who has a Cue Manager account to his company’s contact. You can do this by clicking the Add User/Guest button on the customer edit page and searching for them by name or email. Then, simply click on their result and hit Save at the bottom.
When you link a user or guest to a contact, you will see them under the People tab on the contact’s profile.
Integrations #
Contacts also integrate with Current RMS. To learn more about this, check out the Contacts section in our Current RMS Usage doc.