Adding a new contact to the system is very straightforward. Navigate to the Contacts tab, and in the sidebar you have the choice of ‘Adding A Company’ or ‘Adding A Person’.
For the purpose of this guide we are going to add a new person, company and artist all through creating this single contact record.
In the screenshot below we have created a new person and added a first name, last name and also a company and given this contact a role within the company. When saved this will create two separate entries within Overture, one for the person and one for the company.
If we open the new company record you will see in the sidebar that ‘James’ works at Big Promotions and you can open his contact record by clicking on his name.
The company record can be used for general contact details such as postal address, main telephone number and company email address, and then associated contacts will have their individual direct contact details.
Adding the artist record is very similar to the company record but you can only add an artist when creating or editing a person record.
On the contact record just created, you can go back and add an artist. Doing this will create the act record and associate this person with it, just as with the company record.
Having an artist record in Overture, in addition to a person record, is important for several reasons:
Artist-Specific Data
An artist record allows you to organise and manage artist-specific data separately from individual personal details. This can include performance schedules and other relevant information.
Grouping Individuals
It helps in grouping individuals who are part of the same act or band, making it easier to manage notifications and communications for events or bookings that involve multiple members.
Event Notifications
With an artist record, you can set up and manage notifications for upcoming events. This ensures that all relevant individuals are informed about schedules, changes, or important updates.
Ease of Booking
When booking performances, having an artist record streamlines the process. You can add bookings directly to the artist’s calendar, which automatically includes all necessary details and notifications.
Consolidated Financials
An artist record helps in consolidating financial information related to the artist, such as earnings, expenses, and payments. This makes it easier to manage and track financial data specific to the artist.
Performance Tracking
With an artist record, you can generate detailed reports and analytics on the artist’s performances, bookings, and financials. This provides valuable insights for decision-making and strategic planning.
In summary, having an artist record in Overture, alongside a person record, enhances the organisation, management, and professional handling of all activities and information related to the artist. It provides a structured and efficient way to manage artist-specific data, communications, financials, and reporting, ultimately supporting better overall management and performance.
Adding Tasks
You can add tasks related to contacts directly from the contact’s page. Click “Add Task,” enter the task details, select a due date, and save it.
By following these steps, you can efficiently create and manage contacts in Overture, ensuring all relevant information is organised and easily accessible.