Adding Contacts to an Entry

You can add any number of Contacts to animal records that include income and expense data, such as a Sold or Purchased status update or a Breeding record. Adding the Contact associated with these events will allow you to prepare aggregated activity reports by Contact and for your herd.

To add a Contact, select New Contact from the top of the Contact list; repeat the process for each Contact.

If you did not add the Contact(s) when you initially enter the record, you can add them later by editing the entry.

Editing a Contact Record

To edit any information about a Contact, find the Contact where it appears in an animal record, list or report; edit the entry and click edit this contact. Changes made to a Contact record will update the information for that Contact in all transactions associated with it. Because the association between the Contact and transactions is not affected by editing the Contact name we strongly urge against re-purposing an existing Contact record to create a new Contact; the proper action in this case is to add a new Contact.

Removing Contacts from an Entry

To remove a Contact from an entry, edit the entry and click on remove this contact. This action will remove the Contact from the transaction but it does not delete the Contact from the Contact List or any other transactions it is associated with.

Note: A full Contact Management module is a future feature.