Contacts Module Help Guide

The Contacts module is your central database containing all the contacts in your agency account. Each contact has its own details, whether it is a person, a company, or a person linked to a company. By linking contacts to events, you can track which events this contact has been linked to as a client or if you have ever worked together as a promoter before.

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You can access your Contacts module from the menu on the left. This centralizes all your contact management in one convenient location.

You can add companies and individual contacts to your contact database. Contacts can be linked to a company to keep everything organized and structured. Companies are represented with a square icon for their image, while individual contacts have a circular icon.

From the Contacts module, you can search your contact database for specific contacts. Use the search field to enter a name, email address, or telephone number and run a general search. The results matching your query will show in the contact list below.

For a more targeted search, use the 'Advanced Contact Search' option. This feature allows you to search by specific contact fields such as city, country, email, function, contact labels, etc. You can also combine search filters. Click on the filter icon to access your advanced contact search options.

You can add labels to your contacts to categorize your contact database, making it easier to target specific groups of contacts. For example, if you want to target all contacts labeled 'Promoter', you can do so efficiently.

To export your current selection of contacts to an Excel or PDF file, hover over the 'three dots' icon next to the search bar in the top left corner and select 'Export current selection'. You can choose to export both companies and contacts, companies only, or contacts only.

You can view all events a contact has been linked to. This can be as a client or as one of the advancing contacts. To view all the events your current contact has been the client for, click the 'Client' tab to see the list of all events. In the 'Contacts' tab, you can see all the events the contact has been linked to through the advancing of events.

If you are working with European companies and need to verify their VAT number, you can use the VIES check. Add a VAT number to your company contact and click on the magnifying glass icon to check if the number is valid through the VIES database.