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Contact Management

Updated over a month ago

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.

How do I give crew DTR permission?

Make sure to "send invite" to your crew member 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 DTR. DTR permission can be reviewed and edited under the Security tab.

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 export my contacts?

Under "Contacts" and "Distribution" or "Distribution" and "Lists", select Export from the cog wheel icon labeled "List Options". Here you will be prompted to select the distribution list for export. You may export as vCard, Excel Sheet or Google Contacts.
At this time, single contacts cannot be exported.

How do I invite crew to Croogloo?

Inviting a crew member to become a Croogloo user is easy. Using the three-dot icon next to their name under contacts or directly from their contact card, select "Send Invite". This will prompt you to select their Security Access Level. Choose Crew. Crew permission can be reviewed and edited under the Security tab.

How do I reorder my crew list?

You can reorder your crew list by selecting "Order Members" on the crew page. Then, simply drag and drop crew members into your preferred order and click save.

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.


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