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.
Frequently Asked Questions
How to link cast w/ agent?
How to link cast w/ agent?
Linking is as simple as going into your cast contact card, and under Agent, selecting their representative. If the agent contact hasn't been added yet, you can add their details there. This process can also be done the other way around, by going to an Agent contact card and selecting the talent they represent. Please note, contacts have to be categorized as "Cast" and "Agent" for this feature to become available.
How do I import my contacts?
How do I import my contacts?
Find and click the "Add Contact" widget at the top right corner of every page in Croogloo. From here, select vCard to drag and drop a file, Google Contact Import to sync with a google account to import contacts, or finally Template to drag and drop a completed Excel form - this template automatically downloads when selected or can be found under the Templates tab.
How do I add an Admin?
How do I add an Admin?
You can "send invite" to any contact using the three-dot icon next to their name under contacts or directly from their contact card. This will prompt you to select their Security Access Level. Choose Admin.