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Create, View, Edit, and Delete Contacts

Steps to Create, View, Edit, and Delete Contacts from the Contacts View on the mobile app

Christine Clark avatar
Written by Christine Clark
Updated this week
  1. In the bottom navigation, you will see the ‘Contacts’ tab, third from the left.

  2. Clicking on this will navigate to the Contact list view. Here you will find a tabbed banner that lets you view your contacts or clients. Under that, you will see your list of contacts/clients, respectively.

  3. To add a new contact, tap the plus icon in the bottom-right corner. Clicking on this will navigate you to the Add Contact view, where you can fill in all required fields

  4. When you are done filling in all required fields, click Save, and you will be navigated back to the Contacts list view, where you will see your new contact.

  5. To view a contact, simply click on the contact, and it will redirect you to the Contact view

  6. To edit or delete a contact, swipe left to see the edit and delete buttons appear to the right.

  7. To bookmark your contact, you can swipe to the right to show the bookmark button. Pressing it will add a bookmark to said client.

  8. Clicking on the filter icon in the upper right-hand corner will show a search bar, where you can search for your client by name or number.

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