Contacts
Understanding what contacts are and how they are added to the system
A contact can be an organisation or an individual that has a specific role within the system.
Roles include
- Breeder - responsible for the breeding of horses
- Jockey - part of the trackwork team
- Owner - can be billable or an interested party
- Practitioner - assigned procedures to be performed on a horse
- Trainer - the trainer responsible for a horse
- Other - all other contacts within the system
A contact can be added via the Contact view, the Quick Add Menu or by importing a CSV file. Once set up, the contact can be added as an interested party or in other areas where a contact is required.