This guide will walk you through the process of setting up contact alerts and managing your distribution lists in Croogloo.
Cast-Agent Contact Pairing
Step 1:
To begin navigate to the Cast section of your Contacts. Click on a cast member to edit their information.
Step 2:
Once, in the contact form, navigate to the agent name box. You can either select existing agents from your lists
or add a new agent.
Step 3:
Remember to save your changes.
Once you've linked their agents, you will receive the agent linking alert.
Email DooDs - Crew Start/End/Hold Dates
Step 1:
To receive inactive alerts, navigate to your crew list
Step 2:
Click on your desired crew member and go to edit.
Step 3:
Here, you can edit their days to reflect their start work, their end work, and any inactive days.
Step 4:
Select the dates from the provided calendars
Step 5:
Once you're satisfied with the changes, click save.
Distribution Lists
Add to Distribution List:
Step 1:
You can add members to the list in bulk. Click non-members.
Step 2:
Select the people you wish to add.
Step 3:
Then, go to add selected.
When you go back to the members tab, you will see them added.
Compare Lists
Step 1:
To compare two distribution lists, go to list options and click compare lists.
Step 2:
You can then select the list you wish to compare to and then you will see the comparison.
The comparison will then appear
Merge Lists
Step 1:
First go to list options from within your desired list and click merge lists.
Step 2:
You can either merge into the existing list or create a new one.
Step 3:
Select the list you wish to merge with.
Step 4:
Click Merge