The CONTACTS Module

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The CONTACTS Module

TrackStage simplifies your world by including a feature-rich component to house and interact with your personal database of connections.

 

CONTACTS Interface

The CONTACTS Module is set up simply and efficiently so you can access and connect with your contacts quickly and easily.




The CONTACTS Module works in the same way as other TrackStage modules, with four distinct areas: the Side Menu, the Header Bar, the Side Tabs, and the CONTACTS Table.

 
 
 

The SIDE MENU

The collapsible Side Menu contains the buttons for the CONTACTS module actions and functions.

 
  • Add a Contact
    Click this to add a person or company to your CONTACTS database. See Adding & Deleting Contacts.
  • Reach Out
    You can send an email to a selected contact right from TrackStage. See CONTACTS Messages.
  • Delete Contacts
    This button allows you to remove one or more contacts from the CONTACTS table if they aren’t a part of any records or hide them if they are. See Adding & Deleting CONTACTS.
  • Import Contacts
    Contacts can be imported from a spreadsheet to save you time and effort. See Adding & Deleting CONTACTS.
  • Export CSV
    Export a .csv file of all selected CONTACTS within the module with all relevant information separated by column. See Exporting to CSV.
  • Refresh Contacts
    Refresh the module view to see the most updated information.
 
 

The HEADER BAR

The Header Bar consists of the Search & Filter functions.



 

Search

You can search for pitches by any text field entry. Start entering text to begin the search. Click the icon to clear the TrackStage search field to clear the search.



 

Filters

You can isolate just the category of contacts you are looking for by using the Filter buttons.


 
View All
Show all CONTACTS.
Show Personal
Show only CONTACTS that you have marked as Personal connections.
Show Collaborators & Contractors
Show only CONTACTS that are marked as Collaborators and/or Contractors.
Show Music Supervisors
Show all Music Supervisors in your CONTACTS database.
Show Libraries, Publishers, & Sync Agents
Show all Libraries, Publishers, and Sync/Licensing Agents, including Pay-to-Play Services in your CONTACTS database.
Show Production Companies
Show all Production Companies in your CONTACTS database.
 

Hide Inactive Contacts

Checked by default, deselecting this checkbox allows to view contacts that you’ve marked as inactive.


 
 
 

The SIDE TABS

There are three tabs at the right side of the CONTACTS module that enable you to view your contact history, edit contact info and send emails directly from TrackStage. To access the Side Tabs, first select a contact within the CONTACTS Table.
 

HISTORY Tab

The HISTORY Tab contains a detailed history of the email communications you’ve had with the Contact.
See CONTACTS Messages.




 

EDIT Tab

In the EDIT Tab you can capture email, phone, address and other information for a Contact.
See Adding & Deleting Contacts.




 

SEND EMAIL Tab

TrackStage has an integrated email client which allows you to send messages right from the CONTACTS module. See CONTACTS Messages.




 
 
 

CONTACTS Table

The CONTACTS Table displays all contacts in your database, whether individuals or companies.




 

CONTACTS Icons

There are a few icons that you will see in the CONTACTS Table:

 
Company
These are contacts you have designated as being Companies. They might be Libraries, Production Companies, Studios, etc.
Person
These are contacts you have designated as being Individuals. They may be collaborators, friends, music supervisors, or individual contacts at companies.
Active
These are Contacts that are active in your CONTACTS database. Active is the default state for a Contact.
Inactive
These are Contacts that you do not wish to see in your CONTACTS database. They may be Contacts with existing records in TrackStage that you have deleted, or they may be Contacts that you have specified as Inactive in the Contact’s EDIT tab.
 

Columns

The columns in the CONTACTS table reflect the information that is entered in the EDIT Tab. As with the CATALOG module, the columns can be resized and reordered, and you can also specify which fields you do and don't want to see so that you can dial in precisely the workspace that works for you. See CATALOG Customization.
 

Sorting

You can sort the tracks in the CONTACTS module by clicking on the column you would like to sort. Clicking toggles between ascending and descending order.
 

Tooltips

When information expands beyond the size of a column, you can still view it in a tooltip by hovering over the data cell.
 
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