This article covers the Contacts list in the Stackably Admin app.
How do I open my contacts?
Tap Contacts in the bottom menu bar. Choose All Contacts to see everyone, or pick a type: Client (active paying customers), Employee (your team) or Lead (prospects in your pipeline).
What does the contacts list show?
The counters at the top show Total, Active, Former and Past Due contacts. Tap one to filter the list. Each contact shows a status tag such as Active or Past Due. Pull down to reveal the search bar.
How do I choose what details show in the list?
Tap the sliders icon at the top. In Visible Fields, turn on the details you want under each name: Email, Phone, Employee / Punch ID, Company, Tags, Stage, Lead Source, Rank, Gender, Address or Date Added.
How do I add a contact?
Tap the blue + at the top of the contacts list.
Choose the Contact type: Client, Employee or Lead.
Fill in the Basics: first and last name, email, phone and company. Add a date of birth and address if you have them. Tap Lookup to search for the address.
Tap Create. Tap Cancel to close without saving.
Tip: The square scan icon next to the sliders opens your digital business card and the business card scanner. See "Stackably Admin app: digital business cards."