Clicking on a contact from your main Contact page will take you to a new screen where you can edit your contact:
There are 5 tabs in this section. The first one: General, is explained in Create or Edit a New Contact. Here you can change the details you have already entered. When you are finished, click on the Update button.
You will be taken to the next tab, which is Books:
Here you can see all the books related to the contact, including the books that are in Title Management, as well as those in Pre-Production. You can see all the Chapters as well.
Clicking on the Orders tab will take you to the following screen:
Here you can see the list of all the Orders related to the contact. You can search for an order by typing the relevant details into the search bar. You can also set the dates for when the order was made. Please note that this information is filtered through here from within the Sales/Royalties module if you have it.
Here you can also Download Details about the orders, as well as the Sales Report, All Sales Report and Pending Orders as CVS documents.
Clicking on Create New will take you to the Site Admin section. The Orders tab is where you can enter the details regarding your new order. By clicking on Show Cancelled, you will see only cancelled orders on the list. By clicking back to Show Active, only active orders will be visible on the list.
Contracts tab is where you can see the list of all contracts related to the contact you are editing:
You can search for a contract through the search box or you can apply Advanced filters:
You can apply different Date filters, ISBNs, Foreign Titles.
Tick the relevant boxes for Rights Type, Agreement Type, Status, Reverted and Company. You can search by Rights Available. Just tick the correct boxes for Country, Territory and Language.
Similarly, you can then tick the relevant boxes for Rights Sold: Country, Territory and Language
Click on the Columns button to customise your columns and select which columns you want to see:
Choose from the drop down menu. You can add as many columns as you wish by clicking Add another column. To delete a column, just click on the bin symbol.
Clicking on the Rights Options tab will take you to the following screen:
Here you can see all rights related to the contact you are editing: a list of all the titles with all the related information will be displayed. You can search the list by typing in a title, or you can apply Advanced Filters.
You can Download a Rights Options document. Choose your preferred format by clicking on the symbol in front of the Download button.
Clicking on a title on the list will take you to the Rights manager and Rights Options section, where you can see and/or edit the full info.
Clicking on the Create New button will take you to the Rights manager and Rights Options section where you can create a new Rights Options.