Get a clear, easy-to-understand overview of how Companies and Contacts work in Streamtime. Learn how they help you stay organised and manage your workflow more effectively.
🎯 Goal: Understand how to use Companies and Contacts in Streamtime.
🕰 Est. Time: 5-10 minutes.
🔑 Requirements:
A Streamtime account.
Basic familiarity with navigating Streamtime.
🤷♂️ What’s the Difference Between a Company and a Contact?
A Contact is an individual while a Company, on the other hand, represents an organisation that groups together multiple Contacts. In Streamtime, linking Contacts to their respective Companies helps keep your data organised and makes it easier to manage relationships. Each Company can have several Contacts associated with it, each with their own roles or responsibilities.
🕵️♂️ Finding My Companies & Contacts
Hover Over the Book Icon: Take a look at the nav bar on the left side of your screen. Hover over the book icon 📖, and you’ll see a dropdown.
Companies: To view all your companies, select Companies—it’s that simple!
Contacts: Want to see your contacts? Just select Contacts from the same dropdown, and you’ll have access to everyone you need in no time.
🏢 Companies
🙋♀️ What is a Company?
In Streamtime, a company is any organisation you work with—whether they’re clients, suppliers, or partners. Companies are a way to organise and manage the key details of the organisations you interact with. Each company can have multiple contacts linked to it, representing individuals with specific roles or responsibilities. This setup keeps communication straightforward and everything neatly organised.
Let’s break down the key fields related to a company and some tips for managing them effectively:
✍️ Company Name
✍️ Company Name
This is simply the name of the company.
☎️ Phone Number
☎️ Phone Number
This is the company's main phone number. For direct Lines It's best to add them to the relevant contact instead.
📱 Alternate Phone Number
📱 Alternate Phone Number
If the company has a secondary number, like a department-specific line (e.g., accounts payable), you can pop it in here. Make sure to jot down its purpose in the notes section.
🛜 Website
🛜 Website
The company's website
🏦 Tax Number
🏦 Tax Number
This is the company’s ABN, NZBN, or relevant tax ID. It’ll show up on invoices, so make sure it’s correct.
🤝 Client Or Supplier
🤝 Client Or Supplier
Indicate whether the company is a client or a supplier. This keeps your database tidy and helps with reporting.
📝 Notes
📝 Notes
This section is great for storing extra details about the company. Some examples include:
Payment terms
Brand guidelines
Key metrics or performance indicators
Primary goals
Technical preferences
Special considerations (like seasonal focus or cultural nuances)
General feedback or insights from the company
🌟 Company Lead
🌟 Company Lead
This is the team member responsible for looking after the company. For clients, it might be an account manager; for suppliers, perhaps an accounts payable contact.
📜 Rate Card
📜 Rate Card
Rate cards allow you to set up tailored pricing for each client. Assign the right rate card for the company here.
📍Branch
📍Branch
If you've got multiple branches. You can assign the company to the correct one here.
📪 Addresses
📪 Addresses
A company can have several addresses. Here's how to handle them.
View Address
View Address
Click on an address to see it's details.
Edit Address
Edit Address
Update an address here. Be sure to give each address a nickname to prevent invoicing errors. Don't forget to save your changes.
Add Address
Add Address
Click here to add a new address.
📇 Contacts
📇 Contacts
Contacts are the individuals connected to a company. Will dive deeper into contacts later. But here's a quick overview.
Add a Contact
Add a Contact
Click here to add a new contact.
View Contact
View Contact
Click on a contact to see their details
Edit a Contact
Edit a Contact
Update a contacts information here. Remember to hit save when you're done.
➕ Creating a Company
🏗 Step by Step Instructions
🏗 Step by Step Instructions
1. 📚 Head to the Companies and Contacts Area
1. 📚 Head to the Companies and Contacts Area
First things first, click on the book icon in the navigation bar on the left-hand side of your screen. That’s your gateway to the Companies and Contacts area.
2. ➕ Click the Create Button
2. ➕ Click the Create Button
Once you’re there, find the blue ➕ Create button.
3. 🏢 Select New Company
3. 🏢 Select New Company
Now, let’s kick things off by choosing New Company
4. ✏️ Name
4. ✏️ Name
First up, type in the company’s name.
5. 👥 Client or Supplier
5. 👥 Client or Supplier
Next, tell us if this company is a client or a supplier. This detail helps keep your database organised and makes reporting more efficient.
6. ☎️ Phone Number
6. ☎️ Phone Number
Add the company’s main phone number here. If you have direct lines for specific people, you’ll add those later to their individual contacts.
7. 📞 Alternate Phone Number
7. 📞 Alternate Phone Number
Got another number, like a department line (e.g., accounts payable)? Pop it in here. You can use the notes section to jot down what it’s for.
8. 🌐 Website
8. 🌐 Website
Add the company’s website URL here.
9. 🆔 Tax Number
9. 🆔 Tax Number
This is the company’s tax ID—like their ABN or NZBN. It’ll show up on invoices, so take a moment to double-check it.
10. 💰 Rate Card
10. 💰 Rate Card
If you’ve got special pricing for this client, assign the correct rate card here. This ensures accurate billing later.
11. 🏬 Branch
11. 🏬 Branch
If you have multiple branches. You can assign the one that handles this client here.
12. 💾 Save
12. 💾 Save
All set? If you don’t need to add any contacts just yet, simply hit Save.
13. 👤 Save & Add a Person
13. 👤 Save & Add a Person
Want to add a contact at the same time? Choose Save & Add a Person. That way, you can input their details right away.
📇 Contacts
🙋♀️ What is a Contact
A Contact is simply an individual linked to a company. And since companies usually involve more than one person, you can have multiple Contacts for each company in Streamtime.
Why does this matter? Managing individual Contacts helps you stay organised, keep communication flowing, and build great relationships. Think of it as your secret weapon for personalised interactions and stronger client connections.
Now, let’s walk through the key fields you’ll see for a Contact and some tips to manage them like a pro.
✍️ Name
✍️ Name
First up, the Name. Pretty straightforward—this is where you pop in their name so you know exactly who you’re talking to.
☎️ Phone Number
☎️ Phone Number
Next, their Phone Number. Add their direct line so you can reach them quickly when needed
🏢 Position
🏢 Position
This field is for their Position—what’s their role in the company? Knowing this helps you tailor your communication to what matters most to them.
✉️ Email
✉️ Email
Of course, there’s the Email. Make sure to keep this up-to-date so you can stay in touch effortlessly.
📝 Notes
📝 Notes
Now, here’s where it gets interesting—the Notes field. Think of this as your place to jot down anything that’ll make your interactions smoother and more personal. Things like:
📞 How they prefer to communicate
🐾 Their personal interests (like being a coffee lover or a big fan of cats 🐱)
🏷️ Specific details about their role
📋 Project-related insights
🛠️ Challenges they’ve faced
🔄 Meeting follow-ups
Basically, anything that helps you build a stronger connection and make their experience with you better. The more thoughtful you are here, the easier it’ll be to stay on top of things and impress them every time.
➕ Creating a New Contact
Step by Step Instructions
Step by Step Instructions
1. 📖 Go to the Contacts View
1. 📖 Go to the Contacts View
First things first, head over to the navigation bar on the left-hand side of your screen. You’ll see a little book icon. Click on Contacts to open up the Contacts view.
2. 🔵 Find the Create Button
2. 🔵 Find the Create Button
Once you’re in the Contacts view, look for the big, blue Create button.
3. 🆕 Add a New Contact
3. 🆕 Add a New Contact
Now, click on Add New Contact. This will open a pop-up where you can start filling in the details of your new contact.
4. 🏢 Assign a Company
4. 🏢 Assign a Company
Every contact needs to be linked to a company. In the pop-up, select the company this person belongs to.
5. 👤 Enter Their Name
5. 👤 Enter Their Name
Next, type in your contact’s full name.
6. 📞 Add a Phone Number
6. 📞 Add a Phone Number
Let’s make sure you can reach them! Add their direct phone number here.
7. 🏷️ Include Their Position
7. 🏷️ Include Their Position
What’s their role at the company? Add their position or job title so you’ll always know who you’re speaking to.
8. 📧 Enter Their Email
8. 📧 Enter Their Email
Type in their email address. Double-check it for typos – we don’t want emails going to the wrong place!
9. 📝 Add Notes (Optional)
9. 📝 Add Notes (Optional)
Got any extra details about this contact? Maybe their preferred communication style or a quick reminder about your last conversation? Add those in the Notes section.
10. 💾 Save Your Contact
10. 💾 Save Your Contact
Finally, hit Save to store all the details. And you’re done! Your new contact is now ready to go.
Importing Companies and Contacts
Streamtime’s import feature makes it easy to upload multiple Companies and Contacts at once. Just prepare a CSV file with the required information, upload it, and map your data fields to Streamtime’s fields. This saves you time and ensures everything is consistent.
For step-by-step instructions, check out our detailed article on importing contacts. It covers file formatting, how to use the import tool, and tips for avoiding common mistakes.