Contacts

When you first open the Contacts section you will see the Contacts Overview screen!

From here you can Create a New Contact...or view, access, edit your Contacts!

Select from the following to learn more about the different areas of the Contacts Overview screen:

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HOW TO ACCESS

To access the Contacts section go along the Top Toolbar and select
My Account > Logs > Auditions/Booked Projects Log > Contacts

-or-

Click the Contacts Tab located on the right-side of the Log to open the Contacts section.

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CREATE NEW CONTACT

To add a new Contact into PerformerTrack simply do the following:

Step 1

Enter the Contact's First Name, Last Name and/or Company Name.

•	COMPANY AS A CONTACT: When entering a Company as a Contact leave the “First Name” and “Last Name” field boxes blank.

Step 2

Select the appropriate Contact Type to best describe this individual or company.

With hundreds of pre-defined Contact Types available to choose from you shouldn't have a hard time finding the right one for your Contact!

Step 3

Click the "Save New Contact" Button.

Step 4

That's it! You will now be brought to the Contact Details for the New Contact.

Click to learn more about the Contact Details screen!

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CONTACT STATUS

By default, when you first open to the Contacts Overview Screen PerformerTrack displays your "Active" Contacts.

The Contact Status drop down menu allows you to select what kind of Contacts you want to view - "Active" Contacts, "Inactive" Contacts, or "All" (meaning both your "Active" and "Inactive" Contacts combined).

Once selected PerformerTrack will display the Contacts that correspond to your Contact Status choice.

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PerformerTrack has a built-in Search feature to make finding the individual or company you are looking for that much easier!

You can Search Contacts by the following, either singularly or combined:

CONTACT TYPE (PRIMARY)

Use the drop down menu to select the Contacts that will be displayed based on their Contact Type (Primary).

•	The Contact Type (Primary) drop down menu will only show those Primary Contact Types that are currently used by your Contacts.

CONTACT TYPE (SECONDARY)

In combination with Contact Type (Primary), you can narrow your Contact Search further by also selecting a Contact Type (Secondary) from the drop down menu.

•	Like the Contact Type (Primary) drop down menu, the Contact Type (Secondary) drop down menu will only show those Secondary Contact Types that are currently used by your Contacts.

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TOTAL CONTACTS

This handy little yellow field box displays the Total Number of Contacts! Pretty self explanatory, huh?!

And, yes, the Total Number of Contacts will change based on the results of a Search (yeah, yeah...we know...we know...you already assumed that, but...)

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'SORT BY' COLUMNS

As you continually add more and more Contacts to your Contacts Section you will want an easy way to sort through them to find that person or company you're looking for. That's where the 'Sort By' Columns are very helpful!

Here you can sort your Contacts easily by Last Name, First Name, Company or E-Mail Address (Primary).

ASCENDING ARROW

Simply click on the Ascending Arrow to sort by:

•	Letters [A to Z]

•	Numbers [smallest to largest]

•	Dates [earliest to latest]

DESCENDING ARROW

Simply click on the Descending Arrow to sort by:

•	Letters [Z to A]

•	Numbers [largest to smallest]

•	Dates [latest to earliest]

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EDIT CONTACT

Would you like to view, change, add to, or delete any information regarding a particular Contact?

It's a snap!

EDIT CONTACT ICON

Alongside the 'Last Name' Column just click on the Edit Contact Icon to access the Contact Details.

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E-MAIL LINK

In the E-Mail Address (Primary) column, PerformerTrack displays your Contact's Primary E-Mail Address.

If you would like to quickly send an e-mail to a Contact, just click on the Contact's E-Mail Address. This will launch your default e-mail client and place the e-mail address in the "To" line of an outgoing e-mail message.

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JUMP TO 'MY REPS'

Because you may need to bounce back and forth between the Contacts Section and the My Reps Section, for your convenience PerformerTrack has provided a quick-link to the My Reps Section!

•	When you click on the 'My Reps' tab in the upper right-hand corner of the Contacts Overview Screen PerformerTrack will JUMP you directly to the 'My Reps' section! Use this great shortcut when you need it!