Contents
Make sure that you are logged into the correct company. Click on "Contacts" in the menu. You will then be taken to the contact overview.
The following are the search criteria that you can enter in the search field:
✓ First & last name
✓ Company name
✓ Email address
✓ Landline and cell phone number
Internet connection: To synchronize your contacts with the ones that you manage in your bexio account, your phone must be connected to the Internet. However, you can still view your contacts while offline.
The upper contact area, with the symbols on the right, is interactive. Provided that you have saved the associated information, you can access the following functions directly from our app:
| Symbol | Action |
| ✉️ | Send email |
| 📞 | Call |
| 💬 | Send message |
| 🌐 | Go to website |
| 📍 | Open address on map |
Tip: You can copy information from the interactive fields to the clipboard by “pressing and holding”. The message “Text content was copied to the clipboard” appears.
Create & edit a new contact
Create a new contact with the "plus symbol". You can then edit the contacts using the three points at the top right of an open contact. As you click on the three points, you also have the option of displaying the invoices for this contact.
Existing contacts can be easily archived in the contact overview (by swiping to the left) or within the detailed view. However, the contacts can currently only be retrieved from the archive via the web application.
In the contact overview, you can filter by people, companies or next birthdays. The next birthdays are displayed in descending order starting from the current day (based on the day and month of the date of birth).
Synchronization
Your contacts are automatically synchronized when you open the app. To manually synchronize your contacts, pull your list all the way down until the “loading circle” is completely visible, then let go.