Unified Contact Workspace in the Mobile App

What Is the Unified Contact Workspace?

The Unified Contact Workspace in the mobile app consolidates all your contact management into a single, streamlined screen. Instead of navigating through different sections, you can now access a contact's core details, upcoming tasks, notes, and a complete history of their activities from one central location. This design minimizes the need to switch between views, helping you work more efficiently.

Key Benefits of the Workspace

This new layout is designed to save you time and keep your data organized.

• Centralized Information: View general information, tasks, notes, and the activity feed for a contact all on one screen.
• Quick Communication: One-tap buttons for calling, texting, or emailing a contact are always accessible.
• Organized Tabs: Navigate between different data sets, like Details, Tasks & Notes, and Activities, without losing your place.
• Efficient Bulk Actions: Quickly tag or update multiple contact records at once.

Navigating the Contact Screen

Getting started with the workspace is straightforward.

1. Open the Contacts tab in your mobile app (requires version 3.9 or higher).
2. Perform a long-press on any contact's tile to reveal a menu of quick actions.
3. Tap on Details to view and edit sections like General Info, Additional Info, and Do Not Disturb settings.
4. Swipe or tap the tab bar to switch to the Tasks & Notes or Activities sections.
5. To manage multiple contacts, tap the menu (•••) and select Select to enter multi-select mode for bulk actions.

Understanding the Tabs

Each tab in the workspace serves a specific purpose to keep information manageable.

Details

This tab contains the contact's primary information, custom values, and settings. You can edit details directly here without needing to log into the web version of your CRM.

Tasks & Notes

Use this tab to track all to-do items and notes associated with the contact, ensuring you have the full context for your next interaction.

Activities

This tab displays a chronological timeline of the contact's history, including calls, appointments, form submissions, and payments, giving you instant context before you reach out.

Managing Tags and Performing Bulk Actions

Tags are a powerful way to organize your contacts. The mobile app makes it easy to apply them to multiple contacts simultaneously.

• In the contacts list, use the multi-select feature to tick the checkboxes next to the contacts you want to tag.
• An action bar will appear at the bottom of the screen with options to Add Tags or Remove Tags.
• Any changes made are synchronized instantly with your main CRM database.

Working with Custom Values

Custom values allow you to store unique information for each contact, which can then be used to personalize automated messages.

• You can add or edit custom values by navigating to the Details tab and then selecting Additional Info.
• Once saved, these values can be referenced in email templates, SMS messages, and workflows using the standard syntax (e.g., {{custom_value}}).

Using Quick-Action Tiles

For immediate actions, use the long-press gesture on a contact tile. This brings up a set of quick-action options that use your device's default applications, requiring no additional configuration.

• Call: Opens your phone's dialer with the contact's number.
• SMS: Launches the in-app SMS composer.
• Email: Opens your default email client with the contact's address.
• Book Appointment: Starts the process to schedule a new calendar event.
• Collect Payment: Opens the integrated payment collection screen.

Frequently Asked Questions

What version of the app do I need?

You need version 3.9 or higher of the mobile app, available for both iOS and Android.

Can I revert to the old contact view?

No, the previous layout has been retired to streamline development and focus on delivering new features for the unified workspace.

Are tags synced in real-time between the app and the web CRM?

Yes, any tags you add or remove on the mobile app or the web dashboard will sync almost instantly.

Can I use bulk actions when I'm offline?

You can select contacts while offline, but the actual tag updates will be queued and applied once your device reconnects to the internet.

How many contacts can I tag at once?

You can apply tags to up to 500 contacts and apply up to 10 different tags in a single bulk operation.

Are custom values available for use in automations immediately?

Yes, once you save a custom value on a contact, it is immediately available for use in Workflows, the Email Builder, and the SMS Composer.

Next Steps

Update your mobile app to version 3.9 or higher to start using the Unified Contact Workspace. Try long-pressing a contact to see the quick actions, and experiment with bulk tagging a few contacts to experience the improved efficiency.