Contacts

View all of your contacts by tapping the Contacts icon on the bottom menu bar. Find a specific contact by tapping the Search bar, then typing the name.

Navigate to a contact record to view more details by tapping the right arrow.

Create a new contact by tapping the plus + icon and selecting the contact type. After you’re finished providing your appointment details on the New Appointment form, tap Add.

Edit a contact by tapping the Edit icon. Once you’re finished updating the appointment details, tap Update.

View a contact’s relationships by tapping the Associations icon and select a record to view.

To navigate to a household view for a given contact, select the option with Household.

To navigate back to the individual contact you can (1) tap the arrow on the contact card or (2) tap the Associations icon and select the contact record.

Tap the Swivel Summary button to easily share and send a summary of your clients' portfolio directly.

View and manage appointments for a given contact by tapping Appointments.

View and manage policies and accounts for a given contact by tapping Products and selecting the product line to view respective accounts and policies.

View and manage notes for a given contact by tapping the Notes tab.

To add a note, tap the New Note button. Once you’re finished recording a note, tap Add.

To edit a note, slide left and tap the Edit button. Once you’re finished recording a note, tap Update. To delete a note, slide left and tap the Delete button.

View and manage tasks for a given contact by tapping the Tasks tab.

To add a task, tap the +Add Task button. Once you’re finished recording a note, tap Save.

To set a due date and assignee, tap the down arrow to expand for more details.

You can also manage the due date and assigning by sliding left and tapping the Assign, Due or Delete buttons.

View and manage workflows for a given contact by tapping the Workflows tab.

To start a workflow, tap the Run Workflow button. Select a workflow and tap Run.

To make updates to a running workflow, tap the arrow to view and manage the workflow steps.

To mark a step complete, tap the empty checkbox. To manage due dates, assignees and add workflow step notes, tap the arrow.

To add a new workflow step, tap the +Add Step button. Once you’re finished adding workflow step details, tap Add.