Unified Contacts Workspace in the Sparkforge Mobile App
The Unified Contacts Workspace in Sparkforge mobile (v3.9+) puts contact essentials, tasks, notes, and activity feed on one screen with one-tap call/SMS/email and bulk tagging. Update the app to use it.
Sparkforge mobile v3.9 and later replaces the old scattered contact views with a single tab-driven workspace. Essentials sit at the top, Call/SMS/Email are one tap away, and tabs separate Details, Tasks & Notes, and Activities so you stop hunting through menus.
What the mobile Contacts Workspace is
One screen holds everything tied to a contact: name and quick actions at the top, then tabs for the deeper data. Long-press any contact tile from the list to pop a quick-action tray. The same pattern is rolling into Opportunities and Appointments next.
Why it matters
- Details, tasks, notes, and activity feed all live under one roof — fewer app hops.
- One-tap Call, SMS, and Email buttons cut steps out of every outreach.
- Tabs keep complex data tidy without losing context.
- Multi-select makes bulk tagging fast for large books of business.
How to navigate the Contacts screen
- Open the Contacts tab in app v3.9 or higher.
- Long-press any contact tile to open the quick-action tray.
- Tap Details for General Info, Additional Info, Actions, and DND toggles.
- Swipe to Tasks & Notes or Activities using the tab bar.
- Use the ... menu > Select for multi-select and bulk actions.
Tabs at a glance
| Tab | What it covers |
|---|---|
| Tasks & Notes | To-dos and meeting notes tied to the contact. |
| Details | General fields, custom values, actions, and DND toggles. |
| Activities | Chronological feed of calls, appointments, surveys, payments, page visits, and more. |
Tag management and bulk actions
- Tap the ... menu and choose Select.
- Tick the check-boxes next to the contacts you want.
- Use the bottom action bar to Add Tags or Remove Tags.
- Confirm — the tags apply across every selected record at once.
Frequently Asked Questions
Which app version do I need?
You need Sparkforge mobile v3.9 or higher. Update through the App Store or Google Play, then reopen the Contacts tab.
How do I open the quick-action tray?
Long-press any contact tile in the Contacts list. The tray surfaces Call, SMS, Email, and other one-tap actions.
Can I edit custom fields from mobile?
Yes. Open a contact, tap Details, and edit General Info, Additional Info, custom values, or DND toggles inline — no need to switch to the web app.
How do I add the same tag to many contacts at once?
Tap the ... menu, choose Select, check the contacts, then tap Add Tags from the bottom action bar.
Will Opportunities and Appointments get the same workspace?
Yes. The same tabbed pattern is rolling into Opportunities, Appointments, and other modules so the experience stays consistent.
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