How to create or edit contact

Tact allows you to create contacts in the Tact app.  We call these "Tact app" contacts. Tact app contacts are different from your synced device contacts or Salesforce contacts because they are created within the Tact app itself.

You can create a Tact app contact in a couple ways, from the thumbtack on your contacts page, scanning a business card, or simply by tapping on an email address.  Also when you create a Tact app contact you can choose to "Save to iPhone" and/or "Send to Salesforce". The fields you are required to fill out will change based on the option(s) you choose. 

Tact tip: Remember, before creating a contact you can always search on Salesforce to see if you already have a contact with the same name or email address.

Create a New Contact

To create a contact in Tact:

• Tap the Contacts tab
• Tap on the + sign at the top right
• From here you can choose from the toggles
  • "Save to iPhone" - creates a Tact contact and Device Contact
  • "Send to Salesforce" - creates a Tact contact and a Salesforce contact (this option will give you the Salesforce options around creating a contact - which will show you the Salesforce field options)

• Enter the contact details (required fields will vary depending on the options you've chosen)
  • Enter details manually or you can scan a business card
  • Make sure to enter all required fields (with left-side red bar)
• Tap save
  • If you chose "Save to Salesforce", you'll notice the Cloud icon at the bottom of your contact go from "Pending sync to Salesforce" to "Synced with Salesforce". After you see "Synched with Salesforce", you will be able to look up that contact in Salesforce if need be.

Edit a Contact

To edit an existing contact in Tact:

• Tap on a contact then Edit (top right)
• Edit appropriate fields, then tap Save