The concept of a contributor is introduced to allow for a third party company or contact to be kept up to date with the activities for a certain item in the system. They may have some stake or involvement with a job or a company, and are hence connected to that object in a certain capacity.
This means you can show that a contact from company A is contributing to a job for company B. Both companies and contacts must be created in AffinityLive first.
Contributors are also supported on Prospects and Issues.
There may be a professional requirement, such as the use of a consultant or industry professional, or even a legal requirement. For example if you are working on a job for a certain company, and they indicate that they will be using a consultant to perform external testing of the products and systems as it is implemented and delivered, then you would potentially be liaising with this consultant and may be requested to keep them informed on project updates. In this case we can configure them as a contributor on the job, although if a contact doesn’t already exist for this person, this must be created first.
1. Whilst viewing the job, select Add Contributors:
2. This will take you to the Add Contributors screen, and a filter will automatically open.
3. Use the Filter options to customise your search.
4. Once the filter has run, place a tick against those contacts you want, and then click Create Contributors:
If you select Create All Contributors then there is no need to place a tick against each contact – all will be added as contributors.
5. The next screen allows you to enter a title (or description) of each contributor, and select what type of contributor they are. Eg, are they a contractor, advisor, stakeholder, proponent?
You can define your contributor types, statuses and custom fields from the Contributors menu in the Admin navigation.
If you wish them to be automatically emailed with updates for the job, then select the Auto CC option.
6. Click Save to complete the process of adding contributors.
Back on the job screen, if you click the Contributors tab, you can now review any contributors that have been configured.
To send an email to the contributor, use the Create Activity option from the hover menu. Your email conversation will then be tracked against that job/issue/prospect which is very handy.
Also when adding any activity against the job, you will be able to select available contributors from the Contributor tab. Ensure you have selected the activity type to be email:
Contributors can also be added in the other AffinityLive modules by navigating to the object's page, select [Object]->Add Contributors
If the contributor has already been emailing you and you need to move those emails onto the record they are contributing to (such as the job) then you will now be able to do this via the View Activity > Activity > Relocate Activity feature.