We're excited to announce a significant update to the Contacts module in the mobile app. This complete overhaul brings you a new, streamlined experience that centralizes all essential information and actions, making your contact management more efficient than ever before.
Benefits of the Update
- Eliminates Fragmentation: All critical contact details and related activities are now at your fingertips in a single, easy-to-navigate screen.
- Enhanced Usability: With an improved UI/UX design, enjoy a clean, intuitive layout that simplifies complex workflows.
- Boosts Productivity: Quick access to key actions like calls, emails, and appointments reduces operational friction.
- Consistency Across Modules: The new design patterns will be used in other CRM modules, ensuring a uniform experience throughout the app.
- Efficient Contact Management: Multi-select and tagging features allow for better organization and bulk updates.
What's New?
- Key Contact Information at a Glance: Find all significant contact details in one view.
- Quick Actions at Your Fingertips: Access essential functions quickly without navigating through multiple screens.
- Tabbed Navigation Approach: Unified access to all contact-related information under tabs.
- Folded Information Structure: Sections are collapsed by default for a clutter-free view.
- Custom Values Integration: Manage personalized data at the contact level efficiently.
- Tag Management: Use tags to categorize contacts effectively and add tags in bulk.
- Enhanced Activity Tracking: All events related to a contact such as appointments and document uploads are consolidated under the activity tab.
- Future-Proof Design: Elements introduced will be leveraged across other CRM modules for consistency.
- Quick Actions on Contact Tiles: Use the new long-press feature on contact tiles for instant access to essential actions.



How to Use This Feature
Navigate to the contacts tab on your mobile and explore the simplified, efficient contact management capabilities.
What's Next?
We have more exciting updates for the Contacts module coming soon! Here's a preview:
- Docs and Files Tab: Store all relevant documents and files in one place.
- Inbuilt Document Scanner: Scan and save documents directly under the Docs and Files tab.
- Payments Tab: Track and manage all payment-related information seamlessly.
- Bulk Actions: Manage multiple contacts with ease and efficiency.
- Scan Business Card: Improved accuracy in extracting fields and saving business cards in the media library.
Don't miss out on enhancing your contact management experience with these updates!
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