Add to contact documents via mobile app
M
Michael Athens
It would be great to be able to scan a file or a document via a phone camera or to add from photos to the documents section of a contact using the mobile app
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S
Sales & Marketing
Merged in a post:
Add and view documents per contacts in the mobile app like in the desktop app
D
Darren Cato
note this is not about "documents and contracts" but the documents that you can attach from the contact view.
I have a roofing clients and they take lots of pics and collect document per contact. They would like to be able to manage this on mobile as they are mostly in the field. Can we get this functionality in the mobile app like we have in the web app
S
Sales & Marketing
Merged in a post:
Mobile App Contact Page Ideas
P
PartnerPro Admin
Across all the mobile and tablet apps please could we have a focus on improving the contacts page
- Could we have documents on mobile with a camera functionality many use cases for this such as:
- Taking photos before and after in a salon environment for social media
- Scanning/taking photos of physical paper to be attached to a contact
- Custom Field Groups to be shown on mobile we currently have the Additional Info section but it’s not organised into groups of fields like we have on desktop
- Redesign to have profile picture, then have email, phone and address like a “profile” rather than just a data entry
- Display coloured initials just like desktop for contacts that don’t have a photo
- Conversations Tab in Contacts
Quickly be able to see communications history/conversation with a specific user from the contacts menu rather than having to look for them directly in conversation, maybe have a Chat Bubble Icon to quickly navigate over just like desktop
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Feel free to share your thoughts in the comments