Mobile app iOS - Adding Contacts


Our mobile app for iOS lets Infusionsoft users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's.  Click here for New Infusionsoft mobile app FAQs


Manually Adding a Contact 

  1. Go to Contacts

    1. Click plus sign located in the top right

You'll see three options to add contacts:

  • Enter manually which will allow you to manually enter in contact details
  • Import contacts which will allow you to see the contacts saved on your mobile device and then import to your Infusionsoft application
  • Scan business card will allow you to take a picture of a business card that will automatically transcribe the text allowing you to easily add a contact 
  1. Tap "Enter manually"

  2. Enter in your contacts information

  3. Tap "Done"


Note: Either a first name or email must be entered to save a new contact.


Scan a business card

  • Navigate to the contacts tab to view all your contacts
  • Tap on plus sign located on the top right
  • Tap on Scan business card

  • Tap "Snap and import"

 

Note: The first time you scan a business card the app will ask permission to access your camera. Tap "OK" to give permission.

  • Position the business card in the frame
  • Tap on the camera action button on the bottom to capture the image
  • Once the image is captured it'll take 1-3 seconds for the transcription to work
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Pro-Tip! Steady your hand to take the best picture. If the image is blurry or the transcription missed content, tap on the Retake photo button to try again

  • Review the information and edit as desired 
  • If you would like to change a field type simply tap on the field type and select a different field.

As of late 2018 we support the following field types:

  • First name
  • Last name
  • Email
  • Phone 
  • Job title
  • Website
  • Fax
  • Linkedin
  • Twitter
  • Facebook

Note: We are looking to add more fields in 2019 like Address, and Company

  •  You can tap on Ignore if you don't want to save a specific field's contact info
     
  • In some cases, a business card has content on the back of a card like a name or website. In these situations you can tap on +Add a field to add an additional field and manually enter in details.


  • When you're ready to save the contact tap on "Done"

Note: In order to click "Done" one of the three fields must have data: Email, First Name, or Last Name.

The next screen will allow you to:

  1. View the newly created contact 
  2. Scan another business card allowing you to easily scan multiple business cards
  3. Finish by tapping on Done

 

 

Importing contacts from device 

  • Go to Contacts
  • Click the plus sign located in the top right
  • Tab "Import contacts"


Note: The first time you import contacts, the app will have a "Import contacts" button and then ask permission to access your contacts. Tap "OK" to give permission.

  • You can search for a specific name or simply scroll through the list
  • Select individual contacts you would like to import by tapping next to the name
  • Once you've made your selection, tap on "Import"
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Pro-Tip! Contacts are instantly uploaded. Meaning you can find them through the Desktop right away. The mobile app refreshes every 10 minutes but simply pull down to help the app refresh.

Click to view larger