In this article, we will explain how to manage your Contacts:
Contact list view
The Contact list view can be accessed from anywhere in the mobile app by tapping the menu (the three lines icon in the top left corner) » Contacts.
The Contact list view will open and will be sorted alphabetically. To search up a specific Contact, use the full-text search or tap the My records button to view only those Contacts in which you are listed as the Owner. You can find the Filter in the top right corner (three lines/funnel icon). Use the filter to view only those Contacts that meet the criteria you set.
On the bottom right, you will find a blue plus button which lets you create a new Contact. Also located at the bottom are icons that let you easily move on to the Dashboard, Calendar, Full-text Search, or Notifications.
Directly from the Contact list view in the mobile app, you can contact anyone in the following ways:
- Call
- Send SMS
- Send Email
To make a call, simply find the Contact in the list and tap the phone icon » Call. Tap the three dots to see all three contacting options. These options will only be available for Contacts where this contact information is filled in.
Contact detailed card
Tapping a Contact in the list view will take you to the detail, where you can move between tabs just like you are used to from the desktop version.
You can use the pencil icon to edit the data in each panel. From the Basic Information tab, you can share the Contact’s information or:
- Send Email
- Send SMS
- Call
It is also possible to add a private address to a Contact. Tap the navigation icon on the map to access your map app. From here, you can easily plan your route. Use the pencil icon at the very bottom to add Tags. If you have not added any tags previously, you will see a + Add tag button instead.
If a Contact is linked to an Account, clicking on the Account name will take you to the detailed card.
The other tabs, Custom Fields, Note, History, Attachments and Discussion, work just like the tabs in the desktop version of Raynet. In all tabs, you can add data using the blue plus button in the bottom right corner.
Tapping the three dots icon in the top right corner will take you to a menu where you can Add another record to the Contact, set up Security, or Delete the Contact. At the bottom of the app, a single tap will take you to the Calendar, Full-text search or Notifications.
Tip: To quickly create a Contact, you can use the Scan Business Card feature or the Quick Note feature.