How to Add Contacts

This document contains a how-to step by step guide on how to add contacts. To add contacts that are linked to other Croptracker users for shipping/receiving see Linked Contacts.

Step-by-step guide

  1. In the main menu select Farm Manager → Contacts. This will take you to the contact manager.

  2. Click the + Add Contact button.

  3. Select all relevant Contact Types for this contact. This field controls where this contact may be selected in other parts of Croptracker. See Contact Types for more information.

  4. Enter an Email, First Name, Last Name, or Organisation Name as this contact's display name.

  5. Optionally enter a Telephone and/or Mobile.

  6. See How to Add Contact Addresses for more information on adding contact addresses.

  7. Optionally enter any relevant Notes.

  8. Optionally enter an Applicator License No. if this contact is a spray technician.

  9. Optionally enter a Signature to be rendered to relevant reports where a contact's signature is required.

  10. Click the Save button to save your contact.

For Spray Only Accounts

If you are subscribed to the Spray+ account type, then you will not have permission to access the 'Contacts' through the 'Farm Manager'.

To add a new 'Spray Applicator' you can type their name into the appropriate text box, and hit enter. You must activate the text box with your mouse, type the new name, and press the 'Enter' key on your keyboard to properly set the name. The next time you record a spray the new contact will appear in the drop down.

 

Need a little more support? Not sure you’re using your Croptracker account to the fullest? Get in touch with an expert at support@croptracker.com. You can also book 1-on-1 training with a Croptracker expert at https://www.croptracker.com/1-on-1-training.html.

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