The fastest way to access the Contact profile is through the Search box by tapping Search at the bottom of the screen, type in the Contact name in the search box and then tap the search icon on the right of the search box. On the Search Result page, please locate the Contact name in the alphabetical List and tap on the Contact name to access the Contact profile
The Contact profile shows you the basic information that makes it incredibly easy to reach out to the person whether it’s via phone, email or social media. There are a few action that we highly suggest performing on the Contact Profile such as editing Contact information, adding or editting an Activity and adding a Note.
To edit the Contact, please follow the below steps:
1. On the Contact profile, scroll down to the bottom of the screen and tap Edit Contact.
2. Make some changes and tap Save button at the bottom of the screen.
To add Activity, please follow the below steps:
1. On the Contact profile, tap on Actions button in the lower right and select + Activities.
2. On the Add Activity form, Matrix will automatically fill in the Contact name for you and you can fill in the rest of the information and tap Save button at the bottom of the screen.
To edit the Activity, please tap the Upcoming Activities or Activity History section to expand and then tap
on the name of the Activity that you wish to edit. Matrix will load a page allowing you to edit the existing values. Once you are done editing, please tap Save button at the bottom of the screen.
Pro tip! You can complete activity without editing it by tapping the Upcoming Activities to expand and then swiping your upcoming activities to the left to expose a quick Complete button.
To add a Note, please follow the below steps:
1. On the Contact Profile, tap Actions button in the lower right.
2. Tap + Note from the menu. Matrix will automatically fill in the Account name for you and you can fill in the actual note.Once you are done, tap Save button at the bottom of the screen.
Keyword Search: Android, iOS, Mobile, Contact Profile, add notes on mobile, add activities on mobile, edit notes on mobile, edit activities on mobile