Overhaul of Mobile App Contacts Module for Streamlined Experience

We are delighted to announce a complete revamp of the Contacts module in the Connectly mobile app! This update revolutionizes how you manage your contacts, providing a more streamlined and intuitive experience. All essential information and actions are now conveniently centralized, making for a much cleaner, seamless interaction with your contacts.

How will this update benefit you?

• Eliminates Fragmentation: The new module centralizes important contact details, and their related activities, into a single, user-friendly screen.
• Enhanced Usability: The improved user interface ensures a neat, intuitive layout simplifying complex workflows.
• Boosts Productivity: Key actions such as making calls, sending emails, and setting appointments, are now quickly accessible, easing operational friction.
• Consistency Across Modules: The new design will be replicated across other CRM modules, promising a uniform experience throughout the app.
• Efficient Contact Management: New features allow for more effective organization and mass updates, including multi-select and tagging

What’s New?

1. Key Contact Information at a Glance
2. Quick Actions at Your Fingertips
3. Tabbed Navigation Approach: Unified access to all contact-related information under tabs
4. Folded Information Structure: Each section within the tabs is collapsed by default for a clutter-free view
5. Custom Values Integration: Custom values are now available at the contact level, allowing for personalized data management
6. Tag Management: Tags are enabled to help categorize contacts effectively and multi-select contacts to add tags in bulk
7. Enhanced Activity Tracking: All events related to a contact, such as appointments, document uploads, surveys, and page visits, are consolidated under the activity tab
8. Future-Proof Design: Elements added in this update will be leveraged across other CRM modules such as Opportunities and Appointments, ensuring consistency and making it easy to use.
9. Quick Actions on Contact Tiles: Managing your contacts is now even more efficient with our new long-press feature. Simply hold down on a contact tile to instantly access essential actions.

How to use this feature?

Simply go to the contacts tab on your mobile and start performing all the actions with ease.

What’s Next!

We have some interesting updates lined up for the Contacts module in the pipeline. Here’s a sneak peek at what’s coming next:

1. Docs and Files Tab: A dedicated tab for storing all relevant documents and files related to a contact, facilitating ease of organization and access.
2. Inbuilt Document Scanner: Scan documents on the go and save them as PDFs directly under the Docs and Files tab.
3. Payments Tab: A new tab dedicated to tracking and managing all payment-related information seamlessly.
4. Bulk Actions: We are introducing bulk actions to help you manage multiple contacts more easily and efficiently.
5. Scan Business Card:
   • Improved accuracy in extracting fields from scanned business cards.
   • Ability to save business cards directly in the media library for quick retrieval and use.