This guide explains how to upload a new single contact into Croogloo.
Step 1: Start from the dashboard or any page in Croogloo, and find the Import Contact widget at the top right corner.
Select Add Contact.
Step 2: Select their category: the list includes Crew, Cast, Agent, Studio, Union, or Vendor. The default category is crew.
Step 3: Add their name and email. Multiple emails are accepted.
Step 4: Adding Start, Finish, or Hold dates will ensure that any distribution they are set to receive will not be sent on all outside dates, but will ask the sender if they want to be included.
It will also prompt production 3 weeks before their Finish work to trigger any HR requirements for End of Contract notices.
Step 5: Choose from any of the preset department, and add their position. Multiple departments may be added.
Step 6: Adding a phone number enables the ability to send them SMS messages.
Many more fields are available, including credited name, emergency contacts, allergies, wrap gift sizes, and addresses.
Step 7: To the right, all current distribution lists will be displayed. You may opt to add this person right away to any of them by checking the boxes.
Step 8: You can choose to invite this new contact to Croogloo using the invite button. This prompts to select their security level. This step is optional.
Alternatively, just click save.
Congratulations on adding your new contact to the show.