Managing Contacts on Mobile
MOBILE APP Managing Contacts on Mobile The Contacts section of the mobile app gives you full access to your contact database.
You can view, edit, add, and communicate with contacts directly from your phone.
VIEWING CONTACTS Step 1: Tap "Contacts" in the bottom navigation bar.
Step 2: Browse the contact list, which is sorted by most recent activity by default.
Step 3: Use the search bar at the top to find specific contacts by name, email, or phone number.
Step 4: Tap on any contact to open their full profile.
EDITING CONTACTS From a contact's profile, you can update any of their information: • Tap the "Edit" button to modify name, email, phone, address, or any custom fields.
• Add or remove tags to update the contact's categorization.