Manage all contacts and contact roles in one place via the Contact Book! Search, update, add, and download all contacts as a .csv document, with the ability to manage all of the roles across your Prism account.

Check out the 'Report on Contacts' section of this article to learn more about how to report on all events with a particular contact. Use this feature to see how well shows did with a particular agent or promoter, to make more informed decisions around your offers and agreements.

All contacts that are created when adding a new hold, on an event, or in a template will be added to the Contact Book automatically.

Any Positions that were previously added to your contact records will now appear in your Roles tab, where you can create, edit, or remove roles as needed from your contact book in one place. To create a new role, click the 'Create Contact Role' button, add an optional description, and you're ready to start assigning roles to your contacts.

The 'Show role in Docs?' toggle will show or hide the specific role from your artist-facing Prism documents. You can use this toggle for internal titles and Prism's automated communication functionality, while making sure those are not visible to outside parties.

When a contact is edited on an event, a template, or in the Contact Book, the contact's information will be updated across the app. For example, in the first screenshot on the page, if you edited any information Amy Strack's contact record from the Contact Book, her information would be updated on any event that she is listed on. To edit a contact click on the pencil button to open the contact editor.

When adding or editing a contact, you can now search and select multiple roles to be assigned to the contact from the Roles dropdown list.

You can create a new role when editing a Contact from anywhere in the app by typing the new name into the 'Roles' field, and clicking the 'Add new role' button. This role will be saved to your Global Contact book for future use, and can now be managed from your Roles tab.

To remove a contact from your account entirely, go to the Contact Book and click the 'Delete' button next to the contact record.

Documents can be sent to all contacts with the same Contact Role on an event when sending Offers, Advances, or Settlements directly from Prism. Users can select from all Prism contacts, contacts on the event, or any roles on the event in the recipient dropdown(s). If a role is selected, documents will be sent to all contacts with that role on the event, along with any individual contacts that have been added as recipients.

Contact Roles can also be applied to email templates, in addition to individual contacts. If a Contact Role is added in any of the recipient fields, the relevant Contacts will populate automatically when the email template is used on an event. To learn more about email templates in Prism, check out this article.

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Contacts can be added to events to help you keep track of agents, tour managers, internal team members, venue contacts, or anyone else related to an event.

When creating a new event, you have the option to add a new or existing contact to the event. The contact will be automatically added to the "Contacts" tab on the event, along with your contact info since you created the event.

Click on the pencil button to edit any contact details in the Contacts tab on an event. Note that any updates you make here will update the contact across Prism, including the Contact Book, templates, and on other events.

The "Docs" toggle will determine if the contact will appear on the offer, advance, and settlement PDF documents. To hide an entire contact from the PDFs, turn the Docs toggle off.

Use the "Event Notes" column to keep internal only notes specific to a contact for a particular show.

Delete a contact from an event using the "Remove" x.

Add a new contact to an event using the purple "Add Contact to Event" button. Start typing the name of an existing contact or create a new contact. When creating a new contact, start typing the name and press enter or click the "Create new contact" dropdown, this will open a contact editor where you can add details like email address, role, and phone number.

There are two permissions for managing contacts, one that allows for access to contacts on events and one that allows access to the Contact Book. Visit the User Roles page in Settings to manage these permissions for particular Roles and users in your account.

"View Contacts" will allow users to view the Contact tab inside Prism events and "Edit Contacts" allows the user to remove, add, and update contact information on events. Note that if a contact record is updated in an event it will be updated across the app in other events, templates, and in the contact book.

"View Contact Book" gives a user access to the global contact book. "Edit Contact Book" allows users to edit contacts from the Contact Book page. Note that if a contact record is updated in the Contact Book it will be updated across the app in events and templates.

On the Reports page, use the filter in the top right corner to filter for only events with particular contacts associated with them using the "Event Contacts" filter. Visualize how well shows with a particular agent or promoter did overall and dig in to detail on particular shows by clicking the blue "Show Events" link to access specific events.

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