How do I add a Contact with an Alternative Contact to Stable Manage?
Alternative Contacts are particularly useful for situations where returning visitors to your yard are kids in a group or professionals within a team.
Don’t worry if you don’t know what an Alternative Contact is yet. Take a quick look at this article, which explains it with a couple of short examples: How to manage returning Clients and Professional visitors on Stable Manage who do not have an Email address or Phone number? (using Alternative Contacts)
The guide below shows how quickly you can add and update a Contact with an Alternative Contact specified instead of (or as well as) an Email address or Phone number.
Click the “action” (plus) menu icon:
Select “Add Contact”:
Stable Manage shows the Add Contact form. Complete minimum detail for the contact, which is at least Given name and one of Email, Phone or Alternative Contact. In this case we are looking at the Alternative Contact feature, so we will set one. Simply, we type the name of the existing contact we want to use as the Alternative Contact for the new contact. The system will popup a list of matching contacts as we type.
Click “SAVE”. Stable manage displays a message letting you know that the new contact has been saved.
Click on the main menu and select “Contacts” if it is not already selected.
The newly added Contact (Alan Marcom) has a row of text displaying a summary about the Alternative Contact , this makes it really quick to access the required contact details of the Alternative Contact directly from the referring Contact.
Notice that Contact which was referred to as the Alternative Contact is also marked with a badge to note that it is an Alternative Contact (Shirley from Shirley’s Quality Feed).
The same contact can be used as an Alternative Contact for multiple contacts (e.g. a teacher to a group of children).
Note that it is not possible for a contact to refer to another contact as its Alternative Contact, if the other contact already refers to another contact as its own Alternative Contact. I.e. a contact can only be an Alternative Contact if it contains true means of contact; an email address or phone number and no Alternative Contact.
On the Contact Details (accessed by clicking on the contact’s name or by using the “cog” action menu on the right hand side) screen an Alternative Contact can be removed or added.
This screen shot shows exactly how the Contact Details screen appears for Alan Marcom directly after being added to Stable Manage with Shirley as his Alternative Contact. If clicked, the pink toggle button removes the Alternative Contact.
Then we enter another form of contact, in this case an email address for Alan Marcom is entered:
After any edit on the Contact Details screen, click “SAVE” to persist your changes.
For a Contact without an Alternative Contact, the screen appears like this. The toggle is grey to show that no Alternative Contact is set. Click toggle to enable the search field. Then type the name of the Alternative Contact just as we did on the Add Contact form. Note that Stable Manage warns us if none of the three options for the primary means of contact is set: