How to use Contacts in the Mobile App

How to use Contacts

You can manage your existing Contacts, add new ones, check notes, Opportunities, Cases, and Tasks that are associated with that Contact. You’ll be able to access your Contacts whether your device is online or offline.

How to create Contacts from your phone

Start by tapping the Contacts icon on the menu bar.
Choose the + Add new icon in the upper right- hand side of the screen.
Select which type of Contact to add; Add Person or Organization.
Enter in your Contact’s details
Tap Save in the upper right-hand side of the screen.

Importing your phone Contacts into the App

You can import Contacts from your phone into Capsule Mobile. To import a new Contact:

Navigate over to Contacts
Tap the + Add new and select Import Contact.
There are some limitations to what can be imported, as there are certain details that need to be in place. For example, a Person will need either a first and/or last name and an Organization will need an Organization name.

The import process works hand-in-hand if you have an app to scan business cards on your device. With the card scanning app, you can save the Contact to your device and then import it into your account using the Capsule Mobile app.

Here are some examples of popular business card scanning apps:

iOS: CamCard or FullContact Business Card Reader
Android CamCard FreeLogging Activity

How To Edit A Contact

If you find that you need to update your Contacts’ information, you can edit this on an individual basis.

Tap the Contact icon, then tap the three dots in the upper right-hand side of the screen
Choose Edit Person/Organization
Enter in your new information and Save your changes.

How To Filter Contacts

If you need to search for a list of Contacts with a specific Tag, you’ll be able to locate them by searching through any previously applied tags:

From the or Contacts screen, tap the Filter icon in the upper right-hand side
Select your type of Contact
Choose your Tags
Tap Apply