Work with contacts

The MobiOrder Contacts page provides access to customer contact information directly from a mobile device. You may view information about those customers assigned to you in Inform, with quick access to that customer's activities and shopping list. Given adequate permission, you may also add or update customer contacts on the fly (requires Access Levels setting).

1. Find or change a customer.
2. On the Customers tile, select Contacts.

   

3. All contacts directly linked to the active customer appear. The first 9 columns show basic contact information including Name, Phone, Email, and Address. You may need to use the horizontal scrollbar at the bottom of the contacts table scroll over and see the final three columns, which let you work with that contact's activities or shopping list.

   

4. To view a contact's associated activities, click . To learn about the Activities page that appears, see Manage your sales activities.
5. To add an activity to your calendar and link it to a specific contact, click . Complete the Add Activity form as described in the add activity step in Manage your sales activities.
6. To view and order from the contact's saved shopping lists, click . See Reorder products from a shopping list (MobiOrder).
7. Given permission, you may be allowed to add contacts as well.

   1. Click the Add Contact button.

      

   2. Complete the information on the Add Contact form that appears.

      

   3. To copy customer's address and phone number to this contact, click the Copy button in the upper right.
   4. Type any additional information into the Notes box.
   5. Click Save. You can later add a picture of this contact through Inform ERP; the picture will update dynamically in this contact screen.
8. To view or edit a contact's full details, click their First or Last Name.

   

9. To delete a contact, click their First or Last Name, and then click the Delete button on the Add Contact form. On the confirmation message that appears, click OK.