Mobile Contacts        

To start the Contacts, tap the Navicon  and then select Contacts from the Menu. The main Contacts screen has the ability to search for a Contact, start a new Contact, and browse a list of current Contacts.

Contacts List

The Contacts list will display all current Contacts. It may be necessary to scroll down to see the complete list. Swipe up or down to scroll the list. To refresh the list swipe down, hold, and release.

Contacts Search

To search for a specific inquiry tap the search magnifying glass  from the top right of the contacts screen.

The search text bar will display along with your device keyboard.

Type the name of the contact you are searching for. As you type the list of contacts will narrow down automatically to display the search target. Tap the name of the Contacts to display.

Accessing a Contacts Information

To access a Contact simply tap the Contact Name to enter the record.

You can swipe up or down to see more fields. To change the information in the fields simply tap the field to either enter data or select a new pull down menu. Required fields are denoted by a red asterisk. ( * ) These fields must be filled in before exiting the screen.

To save any changes you have made tap the  button.

Appointments

To view or add an Appointment from within the Contact information tap the  button. The Appointments screen will display, from this screen you can review the current appointments or add a new one.

Appointments with a check mark to the right have been completed. To view or edit an existing appointment simply tap the appointment.

Adding a New Appointment

To add a new Appointment tap the  add appointment button. A new appointment screen will display.

Fill out all fields that have the red * , enter an objective or result, and if complete tap the complete check box. The tap the  button to save the new appointment.

Contact Notes

To read or add new contact notes tap the  button. The notes screen will display with any existing notes displayed.

Tapping the individual notes will allow you to view the date/time entered along with the employee who entered the note. If any changes are needed tap the  button.

Adding Notes

To add a new note tap the  button to enter the new note screen. The new note screen will display.

Enter the new note making sure all of the red * fields are filled out. Once you have completed the note tap the  button.