Contacts Tab

You may want 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 add, edit, delete, save, and share contacts. 

Add a Contact

1. Choose a Place that you want to add a contact to.
2. Click the Contacts tab. The Contacts tab will list any contacts that have been added or assigned to this Place.
    
   
   
       
3. Click the add a contact icon in the upper right-hand corner.
   
   
   
   
4. Complete the fields as needed. You can add additional information about a Contact in the Notes section.
   
   
   
   
5. When you are finished, select Done (on iOS) or Submit (on Android) to save all contact information.
   
   
       

NOTE: Your new contact is now visible to any user looking at that Place in the app.

Edit a Contact

1. From the Contacts tab, click the contact you want to edit.
2. From the Contact Actions list, click Edit Contact. 
   
3. Edit the fields as needed and click Done to save the changes or Cancel to reject your changes.

Delete a Contact

1. From the Contacts tab, click the contact you want to delete.
2. From the Contact Actions list, click Edit Contact. 
3. At the bottom of your screen click Delete Contact (iOS) or click the trashcan icon (Android).
   
   
       
4. You will receive a request to confirm the deletion. Click Yes (iOS) or Delete (Android) to delete the contact. Click No to cancel the deletion. 

Share and Save Contacts

You can also Share contacts or Save a Contact directly to your device. 

1. From the Contacts tab, click the contact you want to share or save.
2. From the Contact Actions list, click Share Contact or Save Contact.
   
   
     
3. You can share your contact via AirDrop (iOS), message, or mail. Additionally, you can Copy to Contacts or Save the contact to your device. Make your selection or click Cancel. 
   
     

See Also: Create, Edit and Delete Contacts while Offline