Contact management is a powerful feature in Saturation that enhances your budget management capabilities. This article will guide you through the various aspects of managing contacts within the platform.
Overview of Contacts
Contacts in Saturation allow you to associate vendors or individuals with specific line items in your budget. This feature provides a more comprehensive approach to budget management by linking financial data with the people or companies involved.
Types of Contacts
Saturation supports three types of contacts:
Contractor
Employee
Company
When you switch the contact type to "Company", the system will utilize the company field as the main contact name, and the name field becomes secondary. This allows for better organization and display of company contacts in your database and throughout the platform.
Contact Information Fields
Each contact can include the following information:
Name
Type
Job Title
Email
Phone
Address
SSN # (for individuals)
Company
Rate
Notes
Payment Details (ACH Info)
Attachments (e.g., W9 forms, work agreements, headshots)
Adding Contacts
There are multiple ways to add contacts in Saturation:
1. Within a Project
Navigate to the contacts column in your project.
Start typing a contact name.
If a match is found, press Enter to add it to the project.
If no match is found, you can add a new contact directly from the project.
The contacts panel on the right will open, allowing you to input all relevant contact information.
2. At the Workspace Level
Click on 'Contacts' in the left-hand menu to open the contacts page.
Here, you can add contacts in several ways: a. Manually input contacts one by one in a table format. b. Copy and paste contact information from other spreadsheets. c. Import contacts from other CMS systems as a .csv file.
Benefits of Using Contacts
Auto-fill Rates: If a contact has a specified rate, adding them to a line item can automatically fill in the rate in your budget.
Vendor Association: Contacts can be associated with transactions and actuals as vendors.
Bill Pay Integration: Contacts can be used with the Bill Pay feature, allowing you to save ACH information for easy payments to vendors.
Contact Database
Saturation maintains a contacts database at the workspace level. This allows you to:
Create a centralized repository of all your contacts.
Reference contacts across multiple projects within the workspace.
Ensure consistency in contact information across your organization.
By effectively utilizing the contact management features in Saturation, you can streamline your budget processes, improve vendor management, and maintain a comprehensive database of all the individuals and companies involved in your projects.