Managing Organizations and Contacts
The CRM module in the mobile app is your central hub for managing your customer database. This guide will show you how to work with your Organizations and Contacts lists directly from your mobile device.
Navigating the Section
To access your CRM database, navigate to the Modules tab from the bottom menu. Under the CRM section, you can switch between your company and individual records by tapping:
- Organizations (1): To view and manage your list of companies.
- Contacts (2): To view and manage your list of individual people.
Both sections display your records in a vertical list, showing key information like the name, email, and type (e.g., Customer, Partner, Prospect).
Filtering and Customizing the View
At the bottom of the list, you have powerful tools to refine what you see:
- Filters (1): Tap this button to open a list of criteria. For Organizations, you can filter by Assignee, Category, Industry, Tags, and more to narrow down your search. Tap Apply to see the results.
- Settings (2): Tap the slider icon to open view settings. Here, you can Group by a specific field or change the Sort order of the records in the list.
Adding a New Organization or Contact
To create a new record in your CRM:
- Tap the blue plus icon (1) in the top-right corner of the Organizations or Contacts list.
- A "Creating a company" form (or a similar form for a contact) will slide open.
- Fill in the relevant details. For a company, this includes Name, Assignee, Category, Industry, Website, Phone, Email, and Description.
- Tap Save (2) to add the new record to your CRM.
Managing an Existing Record
To view or manage an existing organization or contact, simply tap on it from the list. This opens the record's detailed card view, which is organized into several tabs like Main, Projects, Tasks, and Documents.
The Main tab provides a complete overview, showing key data like the organization's type and industry, contact information, and a list of related contacts.
From the detail card, tap the three-dot menu in the top-right corner to access a list of additional actions. This menu allows you to:
- Copy link or Share the record
- Create a related Invoice, Estimate, Opportunity, Project, Task, or Event
- Edit the record's details
- Delete the record
