View, Edit, and Create Contacts

Overview

Use the Contacts module in Aspire Mobile to search, view, edit, and create contact records from the field.

Things to know

• Access to the Contacts module is controlled by your user role. If you don't see it, contact your administrator.

• Recently opened contacts are saved on your device so you can view them offline. Contacts you haven't opened in the last 30 days are removed from local storage.

• Some text fields aren't available in Aspire Mobile. If you leave them blank on mobile, they appear blank in Aspire Cloud after the contact is created.

Requirements

• User role with Contacts turned on under the Mobile section of your user role configuration.

• To view, create, or edit contacts, your user role also needs the appropriate Contacts permission. To learn more about the View, Edit, and Create permissions and other Aspire Mobile permissions, read our Defining Role Permissions - Mobile section.

Steps

Search for a contact

1. Tap Contacts in the bottom navigation bar.

2. Tap the search field at the top of the screen. Enter a name to search.

3. Tap the contact in the results to open the record.

View a contact

1. Open the contact from the Contacts list.

2. Scroll to review contact details, associated property, and other available sections.

Edit a contact

1. Open the contact.

2. Tap Edit.

3. Update the fields you want to change.

4. Tap Save.

Note: If you're offline, your changes will sync to Aspire Cloud the next time you connect.

Create a contact

1. Tap Contacts in the bottom navigation bar.

2. Tap the + icon.

3. Enter contact details. Required fields are marked.

4. Tap Create Contact.

Important: Creating a new contact requires an internet connection.

Result

Your contact is saved to Aspire Cloud and appears in the Contacts module on both mobile and desktop.