Unified Contacts Workspace in Mobile App
Say hello to the Unified Contact Workspace for the Chat To Clients CRM mobile app. The Contacts Workspace pulls every detail, task, note, and activity feed for a contact onto one clean screen, adds long-press quick-actions, and lets you tag or bulk-update records in seconds. Update to v3.9 (or higher) and manage your book of business faster—without hunting through multiple menus.
TABLE OF CONTENTS
- What Is the Mobile Contacts Workspace?
- Key Benefits of the Contacts Workspace
- Navigating the Contacts Screen
- Tabs Breakdown
- Tag Management & Bulk Actions
- Custom Values at the Contact Level
- Quick-Action Tiles
- Frequently Asked Questions
- Next Steps
What Is the Mobile Contacts Workspace?
The Workspace replaces scattered views with a single, tab-driven hub. The contact’s essentials sit at the top, actions like Call and SMS are always one tap away, and tabs keep deep data organized yet close at hand. Everything you need now lives in one place, reducing scrolling and context-switching.
Key Benefits of the Contacts Workspace
Understanding the “why” helps you champion the change across your team.
All-in-one view → zero app-hops: General info, tasks, notes, and full activity feed are now stacked under one roof.
Faster outreach: One-tap Call, SMS, or Email buttons eliminate extra taps.
Tabbed navigation: Keep complex info tidy—switch from Details to Tasks & Notes without losing context.
Bulk tagging: Organize hundreds of records in a few taps.
Future-proof design: The same patterns will roll into Opportunities, Appointments, and beyond, so every module feels familiar.
Screenshot 2: Side-by-side comparison—old list view vs. new consolidated workspace.
Navigating the Contacts Screen
This quick tour gets you productive in under a minute.
Open the Contacts tab (app v3.9 +).
Long-press any contact tile to pop up the quick-action tray.
Tap Details to explore folded sections—General Info, Additional Info, Actions, DND.
Swipe to Tasks & Notes or Activities via the tab bar.
Multi-select (••• menu → Select) to tag contacts in bulk.
Tabs Breakdown
Tabs separate “need-right-now” info from deeper history, so you stay focused yet informed.
Tab | Purpose-Driven Value |
Tasks & Notes | Track to-dos and meeting notes tied to the contact—so nothing slips through the cracks. |
Details | View and edit general fields, custom values, actions, and DND toggles without jumping to the web. |
Activities | Scroll a chronological feed of calls, appointments, surveys, payments, page visits, and more—perfect for quick context before you call back. |
Tag Management & Bulk Actions
Tags keep your database tidy and power targeted campaigns; multi-select makes upkeep painless.
Tick check-boxes to highlight multiple contacts.
Use the bottom action bar to Add Tags or Remove Tags—changes sync instantly to the web.
Coming soon: additional bulk actions like Delete, Assign, and DND toggle.
Custom Values at the Contact Level
Custom values personalize outreach at scale—store them right on the contact so every text, email, or workflow pull is accurate.
Add or edit under Details → Additional Info.
Reference the value in any template with the usual {{custom_value}} syntax.
Custom values travel everywhere the contact record travels, including automated campaigns.
Quick-Action Tiles
When speed matters, long-press beats deep menus.
Call launches your phone dialer.
SMS opens the in-app text composer.
Email triggers your default mail client.
Book Appointment connects to your calendar flow.
Collect Payment routes to the built-in payment sheet.
Actions inherit the device defaults you already trust—no extra setup required.
Frequently Asked Questions
1. What app version do I need?
Chat To Clients CRM v3.9+ (or Chat To Clients CRM v3.9+) on iOS or Android. Whitelabel apps: request the 3.9 build from support.
2. Can I switch back to the old view?
No—the legacy layout has been sunset to keep code lean and deliver new features faster.
3. Do web tags sync to mobile instantly?
Yes—tags are real-time. Edit on web, and you’ll see the change on mobile in seconds (and vice versa).
4. Does multi-select work offline?
You can select contacts offline, but the tag update queues until you’re online again.
5. How many tags can I bulk-apply at once?
Up to 500 contacts and 10 tags per bulk operation—limits prevent accidental overload.
6. Are custom values available in automations right away?
Absolutely—once saved they’re accessible in Workflows, Email Builder, and SMS Composer.
Next Steps
Update your Chat To Clients CRM or Chat To Clients CRM app to v3.9+.
Long-press a contact tile to explore quick-actions.
Tag in bulk: select three contacts ➜ Add Tag ➜ choose “VIP”.
Share feedback in the Mobile Beta Slack channel—your insights shape 3.10!