How to create and edit contacts

Tact can sync contacts from Salesforce and your personal device (such as an iPad or mobile phone). These contacts sync to Tact, creating a single localized source of all your contacts. Here is how to view, edit, and create new contacts in Tact: 

Viewing a Contact

1. Tap on a 'Contact' to view activity history

2. To perform quick actions '+'

3. Quick actions include: Log to Salesforce, Add Task, Add Note, and New Salesforce Event

Editing an Existing Contact

1. Tap on a contact

2. Tap Edit to update information including any custom and required fields

3. Tap Save when you're finished

Creating a New Contact with the Business Card Scanner

1. Tap the ‘+’

2. Tap Create Contact

3. Tap Scan Business Card 

4. Scan the business Card to capture the card's information