Then Click add as seen in the screenshot below.
Input the requested details and then click add.
A new blank screen will appear where you will add all the info for your new Contact.
Relationship Info:
1.Click Add Name: If you have met this person before, add when you met them and where. That’s vital info to remember.2. Click Add a Tag: Add tags to your contact OR create new ones.
3. Click Add Birthday: You will get a reminder on your Dashboard when their birthday is coming up.
4. Add Relationship System: The Actor's Office has Automated Relationship Reminder Systems for all your industry contacts. You select which system to use based on how well you know your Contact. We don't want your relationships to fall through the cracks whether you're creating, building or maintaining them. We urge you to check one of these boxes.
IMPORTANT: When adding a Contact to a system, how they are tagged becomes vital. From now on, you’re going to be looking at your relationships through the lens of either Casting Directors OR Industry folks. Industry folks are everyone else - writers, producers, directors, etc. Please make sure your Contacts are tagged appropriately before adding them to an Automated Relationships System.
- Targeted List: These are the folks you want to work with, that tell the stories you tell, BUT you don't have a relationship with them...yet.
- Follow-Up List: People you JUST met whether that be over coffee, at an event, or an audition. Once they’re complete with the Follow-Up system, they will automatically be added to the Maintenance List.
- Maintenance List: This system is for all the people in the industry that you’ve met and followed up with after the audition or meeting, and now you want to continually maintain that relationship and stay top of mind.
5. Add Company: Add any and all companies associated with your Contact. There are Company Types you can select or you can create your own custom types as well.
6. Add Email
7. Add Phone
8. Add Address
9. Add Social Profiles
10. Add URL: Here you can add any and all websites associated with your Contact.
Notes Tab:
You can add any notes you’d like to about this contact.
Appointments Tab:
You can add an appointment with your contact here. Also any appointments you add in your Calendar with this Contact associated with it will appear here.
Relationship Reminders Tab:
If your Contact was added to an Automated Relationship System, all the action steps will appear in this tab. You can see what’s due, what’s coming up and what you’ve already completed.