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Contacts Tab

You may wish to add a contact to an account of yours. Users will often list the store manager as their point of contact in case a question comes up during the visit. This article will show you how to create, delete, and share contacts.

Add a Contact

To add a new contact to a Place, tap the Add a Contact Button in the top right corner of the screen.

The Contacts tab will list any contacts who have been added or assigned to a Place. 

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You will then be prompted to fill in the fields as needed. When you are finished, select Done (on iOS) or Submit (on Android) to save all contact information.

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Notes

You can add additional information about a Contact in the Notes section.

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Edit/Remove a Contact

To edit a contact, tap the contact in the list.

Edit the fields as needed and tap Submit to save the changes or Reject to cancel.

Sharing a Contact

You can also Share contacts and Save Contact directly to your device. To Share or Save Contact, follow the sequence of screenshots below. 

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  • Contacts are visible to any user looking at that Place in the app.
  • You can Create, Edit and Delete Contacts while Offline
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