Contacts Tab
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The Contacts Tab of the iPhone app shows a list of all contacts or companies in your ProWorkflow account. You can more details for a contact or company by tapping on them and use your iPhone to call or email just by clicking the relevant link in the ProWorkflow app. Lastly, you can add new contacts and companies or edit existing ones.
Display Options
Viewing Contacts/Companies
- Tap Contacts or Companies to swap between lists
- Use the jump list to move through the list quickly
- Enter text in the search box for a live search
Creating & Editing a Contact
Create a Contact
- Tap the "+" icon when in the Contacts List View or Company Details View
- Fill in the Contact Details (scroll down for more details)
- Tap “Save”
Editing a Contact
- Tap the Contact you want to edit
- Tap “Edit”
- Follow steps 2-3 for Adding a Contact
Creating & Editing a Company
Create a Company
- Tap the "+" icon when in the Companies List View
- Fill in the Company Details (scroll down for more details)
- Tap “Save”
Editing a Company
- Tap the Company you want to edit
- Tap “Edit”
- Follow steps 2-3 for Adding a Company
