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
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Tap on a 'Contact' to view activity history
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To perform quick actions '+'
- Quick actions include: Log to Salesforce, Add Task, Add Note, and New Salesforce Event
Editing an Existing Contact
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Tap on a contact
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Tap Edit to update information including any custom and required fields
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Tap Save when you're finished
Creating a New Contact with the Business Card Scanner
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Tap the ‘+’
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Tap Create Contact
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Tap Scan Business Card
- Scan the business Card to capture the card's information
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