Assets - Contacts

Searching the Contact

Select menu Contacts. You have several options how to search the contacts, all of them can be combined. To view the Contacts again, open the menu Contacts.

Active: keep it selected when you search for existing Contact. Untick it, when searching for old or non-active Contact.
For searching in the particular Contact group, select Contact Type (rider, farrier, etc…).
If you know the lat name of the person you look for, type it into particular field and press Enter.
Clicking on the capital letter below this field, you can get the list of people whose last name start with selected letter.
Dispayed Contacts can be sorted alphabetically (both ways) by clicking on the header of each column.

Adding a Contact

Click on Add Contact.

Using the ticking fields to select the position of the person you are adding.
In case this person is not presently active on the Farm, you can select this person Non-active - untick the box.
If there is already existing record of a Parent or a Company, you can select it by clicking on the detail icon.
Under Contact / Contact detail you can fill all the data regarding particular contact. You can also define Parents, or Compaies this contact belongs to.
Select a Contact type - Rider, Personnel, Instructor. Ticking each box, a new window (card) will show up in the upper menu to cover particular area. Fill all this info, as you prefer. see
Save changes by clicking OK.

Contact of a Rider:

Tick type of the contact - Rider.
Select Non-active in case the Rider is currently not Active on the Farm - the system will not attach lessons to this Rider.
Tick, whether the Rider is a boarder or a leaser of the horse.
If non of the boxes apply, leave the boxes unchecked.
Select the type of the membership for this Rider - according to your rules that you defined in Settings section. see
Select the date, when the Rider shall pay Member fees.
Select Rider´s preferred horse. This horse will be next time automaticallypreferred to all when signing this Rider for a lesson.
Select the favorite instructor. This instructor will have the priority when signing the Rider for a lesson.
Select the favorite type of the lesson for this Rider. The types of the lessons you can manage in Settings section. see
If you tick this box - the Rider will be allowed to sign for the lesson without priorly purchasing the voucher, resp. without advance payment.
Checking this box, the Rider will be allowed to sign for a lesson remotly via the Online Reservations Module, which you can find at resa.barnmanager.net.
For making the online reservations possible for the Rider, you have to assign a password. The Rider will then use his/her email address and this password to log into online reservqtions module.
Select the level of riding skills the Rider possesses. These levels you can administrate see
Save changes by pressing OK. Pressing Cancel you get back to menu Contacts.

Contact / Personnel:

Open the folder "Contact details"
Follow the same steps as above and select the type of the contact - Personnel.

Contact / Instructor:

Open the folder "Contact details"
Follow the same steps as above and select the type ofthe contact - Instructor.
Select a color for a particular Instructor. This color will identify the Instructor in the Calendar.

Editting and deleting the Contact

Select menu Contacts.

Clicking on the icon you get to a page, where you can edit the Contact.
Clicking on the icon you will be asked, whether you really want to delete the contact.