Contact List

To view a list of contacts, open Contact Manager from the main menu and select either "Contact", "Band / Group" or "Company".

CONTACT - These are people contacts, or individuals, that you create in your Sonido account. Leads and band members added from the leads or projects pages are created as contacts automatically upon saving a lead or project page.

ARTIST / GROUP - These are artist/group records. After an artist/group is created, contacts may be assigned to the artist/group as an association. An example of this could be Imagine Dragons (group) and Dan Reynolds (contact) would be a person contact associated with Imagine Dragons a group member.

COMPANY - These are company records. After a company is created, contacts may be assigned to a the company as an association. An example of this could be Avid (company) and John Smith (contact) would be a person contact associated with Avid as an employee.

Let's walk through the view in selecting the Contact section. The Band/Group and Company pages have different fields available, but overall the page structure and flow is similar.

After selecting "Contact" from the Contact Manager menu, you will see a list of all contacts that have been saved in your Sonido account.

From this view, you have the ability to create a new contact, filter or sort your contact list by varying criteria, and take specific actions on the contact records viewed in the list.

 

CREATE NEW CONTACT

To create a new contact from the contact list, select the "+ Create New Contact" button. The contact creation dialog will appear where you will populate necessary details to create the new contact record.

SEARCH CONTACTS

You can easily search through your contacts by typing a contact name or criteria in the search field, then press enter or press the search icon to the right of the search field. All relevant contact records based on your search parameters will be displayed in the list. You may remove the text in the search field and press enter or press the search icon to remove the search and return to the main list.

FILTER CONTACT LIST

There is a filter option for the contact list by Type.

TYPE - You may select a contact type from the filter picklist to view all contacts that correlate with the selected contact type in the filter. By default, the contact list is filtered by "All Type". The list may be filtered by a single type selection at a time.

SORT CONTACT LIST

All columns in the contact list are sortable by selecting the name of the column in the column header. Depending on the data within the column, the list will be sorted alphabetically or numerically (A to Z, Z to A, 0 to 9, etc.). Selecting the column header multiple times will change the sort direction.

CONTACT PAGING

As the number of contact records in your Sonido account increases, you'll find that your contacts begin to display on multiple pages within the contact list. At the bottom of the contact list you will find page selectors and a picklist to display between 10 and 50 contact records per page.

CONTACT ACTION ICONS

The last column within the contact list contains several action icons for each contact record in the list. These action icons include the following:

 VIEW - Selecting this icon will open the contact record to view contact details and manage the contact record. Alternatively, you can simply click the contact row in the list to open the contact record.

 EDIT - Selecting this icon will open the contact record to edit contact details and manage the contact record.

 PHONE - Selecting this icon will attempt to dial the phone number saved on the contact record. This is a single-click link that is extremely useful from a mobile device when you are interested in contacting the contact.

 EMAIL - Selecting this icon will open the email dialog to send a communication to the email address saved on the contact record. The email will use your email address as the reply-to address in order to ensure that response communications are not missed. While the email composition window does not show your company logo, the email sent to the recipient will include a simple signature line with your name and company logo at the bottom for convenience.

 DELETE - Selecting this icon will allow you to delete the contact record. A confirmation dialog will appear where you will confirm that you want to delete the record. This action cannot be undone, so please be sure that you want the record deleted before moving forward.