The Contacts module in the mobile app has received a significant overhaul to improve your contact management experience. This new update provides a unified, intuitive interface designed to centralize all essential information and actions in one place. Say goodbye to clutter and welcome a more streamlined and productive workflow!

Key Benefits

• Centralized Contact Information: View all critical details and related activities from a single, user-friendly screen.

• Enhanced Usability: The improved user interface offers a clean and intuitive layout, simplifying complex workflows.

• Boosted Productivity: Quickly perform essential actions like calls, emails, and appointments, reducing operational friction.

• Consistent Design: The new design patterns will be applied across other CRM modules, ensuring a uniform experience throughout the app.

• Efficient Management: Multi-select and tagging features allow for better organization and bulk updates of contacts.

What's New in the Contacts Module?

1. Key Contact Information at a Glance

All essential information about your contacts is now readily accessible, ensuring you have the context you need at your fingertips.

2. Quick Actions

Perform actions like calling, emailing, and scheduling appointments directly from the contact screen, streamlining your workflow.

3. Tabbed Navigation

A new tabbed navigation system consolidates all contact-related information. Each section is collapsed by default, offering a clutter-free view.

4. Custom Values Integration

Custom values can now be set at the contact level, allowing for personalized data management.

5. Tag Management and Multi-Select

Easily categorize your contacts with tags. Use the multi-select feature to apply tags in bulk, simplifying contact organization.

6. Enhanced Activity Tracking

Monitor all interactions and activities related to each contact, such as appointments, document uploads, surveys, and page visits, under a dedicated activity tab.

7. Quick Actions on Contact Tiles

Long-press on any contact tile to quickly access essential actions, making contact management even more efficient.

How to Use These Features

• Navigate to the Contacts tab in your mobile app.

• Access, organize, and update your contacts with ease using the new intuitive features.

Upcoming Features

Look forward to more enhancements in the Contacts module:

• Docs and Files Tab: Store and access all documents related to contacts in one place.

• Inbuilt Document Scanner: Scan and save documents as PDFs directly within the app.

• Payments Tab: Manage and track payment information efficiently.

• Bulk Actions: Perform bulk updates for multiple contacts seamlessly.

• Business Card Scanning: Improved accuracy in field extraction and easy saving to the media library.

Conclusion

This new update transforms how you manage contacts, enhancing productivity and organization. With upcoming features on the horizon, your contact management process will become even more robust and efficient. Explore the new Contacts module today and take control of your contact list like never before!