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How to Manage Contacts Faster in the Tekmatix Mobile App

How to Manage Contacts Faster in the Tekmatix Mobile App

July 14, 20264 min read

Managing your contacts on the go just got a major upgrade. The latest Tekmatix mobile app update delivers a faster, more intuitive experience with a refreshed design, streamlined navigation, and powerful new ways to manage your contacts from anywhere.

Available now on both iOS and Android, this update makes it easier than ever to find information, take action, and keep your CRM organised while you're on the move.

What's New?

Refreshed Contact List Experience

The contact list has been redesigned to help you find and manage contacts faster.

New improvements include:

  • Updated header and navigation

  • Faster search functionality

  • Smart List picker

  • Swipe actions for quick tasks

  • Refreshed empty-state screens

This means less time searching and more time taking action.

Redesigned Contact Profile Cards

Contact profiles now provide a cleaner, more organised view of important information.

At a glance, you can see:

  • Profile avatar

  • Contact owner

  • Followers

  • Tags

Everything is displayed in a more scannable layout, helping you quickly understand the status of each contact.

One-Tap Editing

Editing a contact is now easier than ever.

The Edit button is prominently displayed in the profile header, allowing you to make updates with a single tap.

Additional actions are available from the menu, including:

  • Share Contact

  • Do Not Disturb

  • Delete Contact

Smarter Contact Details Management

Search Within Contact Records

Need to find a specific field?

The Details tab now includes search functionality, allowing you to quickly locate information inside contact records.

You can also filter fields to:

  • Show all fields

  • Hide empty fields

  • Display only empty fields

Inline Editing

No more jumping between screens.

Simply tap a field to edit it directly within the contact record.

This makes updating information significantly faster, especially when working from your mobile device.

Improved Folder Structure

Custom fields are now easier to navigate thanks to expandable folders.

Features include:

  • Expand and collapse folders

  • Search highlighting

  • Tap-to-edit functionality

  • Copy actions

  • Map integration for address fields

You can update information without losing your place in the contact record.

Enhanced Contact Activity Tabs

All major contact tabs have received a visual refresh, including:

  • Activity

  • Tasks

  • Notes

  • Appointments

  • Payments

  • Docs & Files

  • Opportunities

Tasks and Opportunities now display counts directly on their tabs, helping you quickly identify contacts that need attention.

Faster Actions with Swipe Gestures

Quick actions are now available directly from the contact list.

Simply swipe to:

  • Call

  • Send a message

  • Share contact details

  • Delete a contact

  • Access additional options

Additional actions include copying:

  • Name

  • Email address

  • Phone number

  • Address

  • Entire contact details

This reduces the number of taps required to complete everyday tasks.

Better Profile Photo Management

You now have greater control over profile images.

Users can:

  • Add a photo

  • Update an existing photo

  • Remove a photo

  • Upload from camera

  • Upload from gallery

Everything can be managed directly from the mobile app.

Why This Matters

This update focuses on speed, consistency, and ease of use.

Key benefits include:

Faster Contact Management

Access editing tools instantly without navigating through multiple menus.

Quicker Communication

Swipe actions allow you to call, message, or share contact details immediately.

Improved Visibility

Task and Opportunity counters help you see what needs attention at a glance.

Easier Data Management

Search, filters, and inline editing make maintaining contact records faster and more efficient.

Better Mobile Experience

Every area of the Contacts experience now follows a consistent design language, creating a smoother workflow throughout the app.

How to Get Started

  1. Open the Contacts section in the Tekmatix mobile app.

  2. Browse your contacts or use the search feature.

  3. Swipe left on a contact for quick actions.

  4. Tap a contact to view their profile.

  5. Use the Edit button to make updates instantly.

  6. Tap any field in the Details section to edit inline.

  7. Use search and filters to customise what information is displayed.

Coming Soon

Contact Customisation on Mobile

A future update will bring web-based contact customisation settings directly into the mobile app.

This means:

  • Hidden fields on desktop will remain hidden on mobile

  • Custom field ordering will be respected

  • Tab visibility settings will sync automatically

Once configured in Tekmatix on desktop, your mobile experience will seamlessly match your CRM setup.

Availability

FeatureAvailabilityStatusAvailable NowPlatformsiOS & AndroidMobile AppTekmatix Mobile App

Stay tuned for more mobile enhancements as we continue improving the way you manage contacts from anywhere.

Tekmatix mobile appmobile contacts managementCRM mobile appcontact management softwarecontact profile updatessmart listscontact filtersmobile CRM featurescontact navigationinline contact editingcontact recordsmobile CRM updatecustomer relationship managementsales contact managementcontact organisationcontact trackingmobile productivityTekmatix CRMiOS CRM appAndroid CRM app
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