Matrix Support

Matrix Mobile - Working with the Contact Profile

Adding and Editing Activities for the Contact

-Access the Contact List by selecting Contacts in the main navigation side menu item.

-To add an Activity while on a Contact Profile, click on the Actions button in the lower right and then choose + Activity” from the menu. Matrix will automatically fill in the Contact name for you and you can fill in the rest of the information and save it.

-To edit an Activity while on an Contact Profile, expand the Upcoming Activities or the Activity History section and tap on the name of the Activity that you wish to edit. Matrix will load a page allowing you to edit the existing values before finally saving it.

Pro tip! Swipe your upcoming activities to the left in order to expose a quick Complete button that will allow you to complete the activity without editing it. Of course if you have information from your call or meeting you’ll want to tap on the activity instead in order to update it.


Adding Notes for the Contact

To add a Note while on a Contact Profile, click on the Actions button in the lower right and then choose + Note” from the menu. Matrix will automatically fill in the Contact name for you and you can fill in the actual note before finally saving it.

 

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