Difference between revisions of "Mobile Contacts"
(Created page with "Path: Callproof Support - Mobile App - Mobile Contacts 100px|thumb|right|Callproof Mobile Followups History == What are Mobile Contact...") |
(No difference)
|
Revision as of 13:59, 25 June 2014
Path: Callproof Support - Mobile App - Mobile Contacts
Contents
What are Mobile Contacts?
CallProof contacts can be seen and interacted with from the Contacts button. From here, contacts can searched by a number of items and sort as needed.
Using Search Filters
The Contact screen has a button at the bottom for selecting search filters. Using these items, users can narrow down which contacts are shown.
When using these filters, be sure to supply enough information to search. If more than one field is checked, please provide more than 1 search parameter.
Some Search Filter examples are given below:
Search Filters: First Name, City; Search words: "John Charlotte" Results shown would be all contacts in Charlotte with a first name John.
Search Filters: Company, Zip; Search words: "State Farm 379" Results shown would be all contacts in the 379 zip code that have "State Farm" in the company name.
Search Filters: Street; Search words: "Main" Results shown would be all contacts with a street address containing the word "Main".
Sorting Search Results
Search results can be sorted. Using the Sort button near the bottom, results can be ordered by "Closest To Me", "Farthest Away", "Need to Contact", "Recently Contacted" and alphabetically.
Closest to Me and Farthest Away will use the device gps coordinates to sort the results.
Need to Contact will show contacts with the oldest "Last Contacted" date.
Recently Contacted will show your most recent contacts that have been contacted.
Contact Types
Search results can also be filtered by Contact Type. Using the type button near the bottom of the screen, select the contact types to work in. This will help narrow down search results.
