Learn how to store your important contacts for your operation in one place so your team has easy access and can save time when record keeping.
Note: Contact Management setup will only be accessible in the Web app but can be used on records on Web and Mobile apps.
Manage your Contacts
To start, select Account from the navigation in the Web app, then click Contact Management which will create contacts for the farm you are on.
To add a new contact, find the Add Contact button on the right.
Next, the Contact Form will appear and you can fill in the desired information.
When you select the Types dropdown, please refer to the definitions below for details of which category your contact may fall under. You will only see the contact types that your subscription plan has the associated records.
Contact that processes livestock
Contact that is an artificial insemination technician
Contact that purchases livestock
An auction marketplace to indicate the buyer on sale records.
Contractor for wool harvest records.
Contact where you purchase farm/ranch supplies (animal health and paddock treatment inventory)
Contact that freights or transports sold or purchased livestock or facilitates the movement of stock between your farms
Contact who you have purchased livestock from
A vet or contractor for treatment or AI records.
Using Contacts while Creating Records in the Web App
By having a list of your contacts that is easily accessible, this also allows you to save steps when you create certain records such as the Wool Harvest Record, Purchase and Sale Record, Transfer Record, Commodity Purchase and Sale Record, and Treatment Record and Inventory.
For example, in the Purchase Record, you will notice the Vendor and Transport sections both have options to Select Contact.
When you choose Select Contact, a list of of all the transporter type contacts will appear for you to choose from.
Select the appropriate contact, then choose Confirm contact selection.
The fields in the record will then auto-populate. If you do not see the appropriate contact listed, you may need to adjust the Type of contact (see the table above for more details).
Using and Adding Contacts while Creating Records in the Mobile App
You can also take advantage of auto-populating fields in records via your contacts in the mobile app.
For example, the Purchase Record, choose Select contact from contact list.
Next, a list of all transporter type contacts will appear as shown below. Choose the correct contact then Select.
Empty fields in the Purchase record will then populate based on the information that is saved for that particular contact.
If you need to add contacts on the go, this can also be done in the mobile app. In the records, choose Select from contact list in the record, then Add contact
Fill in the details with the appropriate information, then Save.
Note: All users roles have the ability to choose contacts when creating records but only Managers and Admins can add contacts.