Managing customer information from your phone should feel simple, especially when you are on the go. These mobile contact updates make it easier to find people, edit details quickly, and take action without tapping through extra screens.

📌 Why This Matters

For small business owners, every saved minute matters. When your contact list is easier to search, update, and use, you can respond faster, keep customer records accurate, and stay on top of follow-ups, appointments, tasks, and sales opportunities right from your phone.

✨ What’s New

• Faster contact list actions: The contact list now includes a cleaner header, better search, a smart list picker, swipe actions, and clearer empty states when no contacts appear.
• Cleaner contact profiles: Contact cards now show profile details like avatar, owner, followers, and tags in one easy-to-scan layout.
• Edit button is easier to find: You can now access editing right from the profile header with one tap, while other actions like Share, Do Not Disturb, and Delete are grouped neatly in a menu.
• Better field search and filters: In the Details tab, you can search within fields and folders, hide empty fields, show only empty fields, or view everything based on what you need.
• Inline editing inside folders: Expand folders, tap into fields, edit information, copy details, and open map-related actions without losing your place.
• Updated tabs across the contact record: Activity, Tasks, Notes, Appointments, Payments, Docs & Files, and Opportunities are all refreshed, with task and opportunity counts visible on tabs.
• Smoother create and edit experience: Forms for creating and updating contacts feel more consistent, including tag editing, Do Not Disturb settings, automations, and profile photo options.
• Quick swipe actions from the list: Swipe to call, message, share, delete, or access more actions like copying a name, email, phone number, address, or all contact details.

🛠️ How to Use It

1. Step 1: Open your Contacts area on mobile and use the search bar or list picker to find the customer you need.
2. Step 2: Swipe left on a contact to quickly call, message, share, delete, or access more options.
3. Step 3: Tap a contact to open their profile and use the Edit button at the top for fast updates.
4. Step 4: Go to the Details tab to search within fields, filter what you see, and update information directly inside the contact record.
5. Step 5: Check tabs like Tasks and Opportunities to spot follow-ups or deals that still need attention.

💡 Pro Tip

Use task and opportunity counts during the day to quickly spot which customers need a follow-up first, since faster responses often lead to more booked jobs and closed sales.