Boost Your Productivity with Enhanced Contacts Module Features

Enhance Your Mobile Experience with Contacts Module Improvements

We are excited to announce the latest enhancements to our Contacts Module, designed to streamline your organization, boost productivity, and provide a smoother user experience. Say goodbye to hidden tags, inaccessible documents, and disorganized fields as we introduce smarter navigation, quick actions, and enriched note-taking capabilities. Let's take a closer look at what's new:

Tags: First-Glance One-Click Access

We have improved the visibility of tags within the Contacts Module. Tags are now prominently displayed at the contact level, providing you with effortless, one-click access to view and take actions relevant to each tag.

Custom Fields: Improved Organization and File Access

Bid farewell to the unorganized structure of multiple folders under custom fields. The information flow is now clear and logical, ensuring ease of access. We've also enhanced the file attachment process by supporting diverse media, camera, files, and other resources, removing the limitation of accessing only mobile phone files.

Quick Actions: Floating Button for Key Functions

Introducing an all-new floating quick actions button, which allows you to instantly access opportunities, workflows, DND, and tags from any screen within the Contacts Module. This feature saves time and enhances overall productivity.

Maps Integration: Seamless Address Redirection

We've resolved the issue where clicking on an address did not redirect to any maps. Now, you can choose between Google Maps and Apple Maps for seamless navigation, making it easier to find your contact's address at the touch of a button.

Document Viewer: Instant Access to Contact-Level Documents

Accessing documents attached to contacts has never been easier. You can now view documents directly from the contact screen, enhancing workflow efficiency and minimizing interruptions.

Hide Empty Fields: New Toggle for Enhanced Organization

With the introduction of new toggle options, you can hide empty fields and focus only on the populated fields at the folder level. This customization allows for a more organized and efficient viewing experience.

Notes: Enhanced Note-Taking with Rich Content Support

Last but not least, the Notes section has been upgraded to support HTML content and hyperlinking. This allows you to include website links and create richer, more functional notes, thereby enhancing communication and record-keeping.

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Screenshot 2025-02-10 at 10
Screenshot 2025-02-10 at 10
Screenshot 2025-02-10 at 10
Screenshot 2025-02-10 at 10

These updates aim to enhance your user experience by offering improved functionality and greater flexibility within the Contacts Module. We believe these changes will significantly improve your workflow and organization within the mobile app.

In case you missed our previous update, read about the new feature releases here.

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