Documentation

Contacts

Keep track of important contacts for your ranch operation. Store information for veterinarians, suppliers, buyers, and other key people.

Adding a Contact

  1. Navigate to the Contacts section from the sidebar
  2. Click the Add Contact button
  3. Enter the contact's information:
    • Name
    • Type (Veterinarian, Supplier, Buyer, etc.)
    • Phone number
    • Email address
    • Address (optional)
  4. Add any notes about this contact
  5. Click Save

Contact Types

Organize your contacts by type for easy filtering:

  • Veterinarian: Your vet clinic and individual vets
  • Supplier: Feed stores, equipment dealers, etc.
  • Buyer: Auction houses, individual buyers, processors
  • Contractor: Fencing crews, hoof trimmers, etc.
  • Other: Any other important contacts

Linking Contacts

Contacts can be linked to records throughout FarmFlo:

  • Link a vet to medical events and treatments
  • Associate suppliers with equipment purchases
  • Connect buyers to sold animals
  • View all activity related to a contact in one place

Quick Actions

From any contact, you can quickly:

  • Call them directly (on mobile)
  • Send an email
  • View directions to their address
  • See all linked records