NEXT Mobile - Contacts Overview

Overview

This article explains how to access, sort, filter, and view contacts in the NEXT mobile app.

NOTE: The contacts in the NEXT mobile app are the same as those in the web version of NEXT. Any changes made on mobile are reflected on web and vice versa.

Before You Begin

• You must be signed in to the NEXT mobile app.

Accessing Contacts

To access Contacts, complete the following steps:

1. Sign in to the NEXT mobile app.

2. Tap the More (...) icon at the bottom of the screen.

1. Tap Contacts.  
2. The Contacts screen appears.

Sorting Contacts

To sort your contacts, complete the following steps:

1. Tap the filter icon next to All on the Contacts screen.

2. Under Sort By, select one of the following options:

   • A-Z: Sorts contacts in alphabetical order.

   • Recently Contacted: Sorts contacts by most recent interaction.

Viewing Contact Details

Tap on an individual contact to open their details. At the top of the Contact Details screen, the contact's name is displayed along with the following action buttons:

• Call — Calls the contact.

• Message — Takes you to My Inbox to send the contact a message.

• Video — Tap to choose from the following options:

  • Schedule meeting — Opens the scheduling panel to schedule a meeting with the contact.

  • Instant meeting — Starts an instant video meeting with the contact.

• Email — Emails the contact.

• Share — Opens the share screen, allowing you to share the contact's details via other contacts, email addresses, or apps on your device.

NOTE: The remaining contact details sections — Upcoming Meetings and Tickets, Contact Information, Notes, and Preferences — are the same as the web version of NEXT. Refer to the Contacts – NEXT KBA for full details.

Notes

The Notes section displays important information about the contact.

Adding a Note

To add a note, complete the following steps:

1. Tap the + sign next to Notes.

2. In the Add Note window, type the note.

3. Tap Save.

Editing a Note

To edit a note, tap the note you want to edit, make your changes, and tap Save.

Tickets

Tickets associated with the contact are displayed in this section. Tap on an individual ticket to open the ticket's page.

On a ticket's page, the following information is visible:

• The status of the ticket

• The priority of the ticket

• The ticket description

Ticket Details

Linked Communications

Any communications linked to the ticket are displayed here.

Notes

To add a note to the ticket, complete the following steps:

1. Tap the + sign next to Notes.

2. Type the note in the Add Note window.

3. Tap Save.

Deleting a Ticket

To delete a ticket, tap the vertical ellipsis (⋮) in the corner and tap Delete. A confirmation window appears warning that deleting a ticket cannot be undone. Tap Delete to confirm.

Preferences

Preferences work the same as the web version of NEXT. Refer to the Contacts - NEXT KBA for full details.