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Mobile App – Contacts

Last Updated: March 4, 2026

The Contacts module is the app’s phone book:

contacts

By default, you’ll have a few different contact lists to choose from. Tap any contact list to open it:

contact_lists0

  • Favorites: Highlights important or frequently-accessed contacts for quick access.
  • Company: Lists your organization’s internal contacts.
  • Shared: A contact list maintained by multiple users, typically for team or department use.
  • Personal: The personal contacts saved directly on your device.

You can tap the search icon at any time to search for a specific contact.

Tap on a contact from any contact list to open their personal card. Here, you can view the contact’s details, edit their information, or mark them as a favorite. Based on your enabled modules, you may also be able to use the badges beside a phone number to initiate a call, send an SMS, or fax a message.

Long press a contact and use the trash icon to remove them from any contact list that you maintain.

Use the plus icon in the lower-right to open the Add menu:

  • Add Personal Contact lets you create a new contact to save to your personal device.
  • Add to Favorites lets you select one or more contacts from any contact list to add to your Favorites contact list.