Browsing contacts
The contacts list displays each contact’s name, phone number, and email at a glance.
- Tap a contact to open their full profile
- Long-press a contact tile to quickly copy or share contact details without opening the full record
Contact profile
The contact profile consolidates all key information on a single screen.
- Details — name, phone, email, address, and all standard and custom fields
- Activity — a timeline of all interactions (calls, messages, emails, appointments)
- Notes — supports HTML content and hyperlinks for rich documentation
- Tasks — view and create tasks linked to the contact
- Opportunities — see all deals associated with the contact
- Payments — view invoices and payment history
- Documents & files — access and open attached documents without downloading
Contact actions
Tap the Actions button on a contact profile to access quick communication options:
- Call — open the dialer and call the contact
- SMS — open a text message conversation
- Email — compose an email
- Book a meeting — open the appointment scheduler
- Charge — initiate a payment transaction
Charge a contact directly
Tap Charge from the contact actions to immediately open the POS or payment flow with that contact pre-loaded.
View and manage tasks
Tap Tasks from the contact profile to view all tasks linked to the contact, and create new ones.
Three-dot menu
Tap the three-dot menu in the top-right corner of the contact profile for additional options:
- Edit — update contact details
- Assign owner — assign the contact to a specific team member
- Hide empty fields — toggle to show only fields that have data entered
- Share contact — share the contact record via another app
- Delete — remove the contact
Assigning an owner
Tap Assign owner and select the team member responsible for this contact. The owner assignment syncs instantly with the desktop platform.
Tags management
Add or remove tags directly from the contact profile. Tags help with segmentation, automation triggers, and smart lists.
Business card scanner
Create new contacts by scanning a business card with your device camera. The scanner automatically extracts name, phone, email, and other fields — no manual typing required.
Documents and files
Access documents and files attached to a contact directly from the contact profile. You can open, preview, and upload files without leaving the mobile app.
Frequently asked questions
Can I navigate to a contact's address from the mobile app?
Can I navigate to a contact's address from the mobile app?
Can I open contact documents without downloading them?
Can I open contact documents without downloading them?
Yes — documents attached to a contact can be opened and previewed directly from the contact screen.
Are custom fields available on mobile?
Are custom fields available on mobile?
Yes — all custom fields created in Settings are visible and editable on contact profiles in the mobile app.