Adding contacts to MediaOS offers numerous benefits, including improved organization by centralizing contact information, streamlined communication through easy access to emails and follow-ups, and better collaboration among team members. It also enables personalized marketing by storing key details about each contact, enhances reporting and analytics for data-driven decisions, and increases efficiency through task automation. Contacts must be tied to either an Account or Agency in MediaOS.
Adding and Managing Contacts #
All contacts in MediaOS must be associated with either an Account, Lead, or Agency. To add a new contact, navigate to the corresponding record and locate the Contacts panel on the right-hand side. Click the Add button to open the Create Contact window. Begin by entering the primary details for the contact and click Save to move to the next step.
Once saved, you can expand the profile by adding additional communication fields. Click the + Add New button next to the relevant section—such as phone number, email, or address—and enter the appropriate details. You can mark one address as primary using the radio button next to that field. Repeat the process to add as many contact methods as needed. When finished, click Save at the bottom of the window to complete the setup.
Types of Contact Data #
MediaOS supports a variety of contact fields so your team can store complete and accurate communication records. Phone number types include main, office, mobile, home, and SMS. Email fields can be labeled as work or home. You can also add websites, Skype usernames, fax numbers, and social media handles for platforms like Facebook, Twitter/X, and LinkedIn. Physical address data is fully supported and can be entered under the Addresses section of the contact profile.
Contact Activity and Actions #
Each contact has their own Activity Feed, which tracks calls, emails, follow-ups, and meetings. This same activity is also reflected on the associated account or agency. From the contact profile, you can log phone calls, send emails, create events, or schedule follow-ups. These actions keep your team aligned and ensure all interactions are documented.
Contacts also have a dedicated Files tab where you can upload documents specific to that individual. Keep in mind, files uploaded to a contact are not shared with the account’s main file library—this separation helps maintain clarity between account-level and individual records.
Contact Details #
On the right side of a contact’s profile, you’ll see their key affiliations and data fields. This includes the account the contact belongs to (which you can click to navigate directly to the Account Details page), any lists they are part of, and any custom fields your team has added at the contact level. Use the Edit button to update custom field data as needed.
Contacts Vs Members #
If your MediaOS subscription includes the Memberships module, contacts can be converted to Members. When viewing a contact profile, you’ll see a Convert to Member button (if your system supports this feature). Clicking this will elevate the contact to member status and unlock a full suite of membership functionality.
As a member, the individual gains access to their own Memberships, Orders & Payments, Newsletters, Forum Groups, Audience Segments, and additional portal content like Bookmarks, Form Links, Business Listings, and Event Listings. Members can also manage their own Business Directory Profiles and receive targeted messaging based on their preferences and interactions.
Note: Contacts must always be tied to an account or agency in MediaOS. However, once converted, Members can exist independently and do not require an account association.
