How to Add/Edit a Contact's General Details

Add or Edit a Contact's General information relating to Names, Code mapping, Participant Role and Control toggles.

  • Click on the Contacts icon to open the Contacts grid and view all the businesses associated with your Agency.

  • Click on the View/Edit icon on the right-hand end of the row containing the Contact you wish to Edit

    KB Contacts Edit
  • The View/Edit Business screen will open displaying the General information, add or edit as required


    • Name - Usually a Contacts Trading Name

    • Public Display Name - Usually a Stud or Property Name to be displayed on Market Reports and Pen Placards

    • Agent Reference - Contact Code used in Agents software

    • Saleyard Reference - Contact Code used in Saleyard software

    • A+ Reference - Auctions + User ID

    • Active toggle - Click to change to Inactive (and hide from view)

    • Vendor toggle - When set, allows Contact to act as a Vendor

    • Transporter toggle - When set, allows a Contact to act as a Transporter

    • Buyer toggle - When set, allows a Contact to act as a Buyer

    • Top Buyer Sheep - Adds a button for a Contact to the Auction screen in Sheep Sales

    • Top Buyer Cattle - Adds a button for a Contact to the Auction screen in Cattle Sales

    • Published - When set, a Contacts name will be used in Market Reports

    • Meat Processor - When set, this gives the Saleyard admin ability to transfer to NLIS before the rest of the sale