NEXT Mobile - Managing Contacts · Nextiva Customer Hub

Overview

This article explains how to create contacts and add properties in the NEXT mobile app.

Before You Begin

You must be signed in to the NEXT mobile app.
To access Contacts, tap the More (...) icon at the bottom of the screen and tap Contacts.

Creating a Contact

NOTE: Importing contacts is not available in the NEXT mobile app. To import contacts in bulk, use the web version of NEXT.

To create a contact, complete the following steps:

Tap the + sign at the bottom of the Contacts screen.
On the New Contact screen, complete the following:

Avatar

To change the contact's avatar, tap Edit Avatar. On the Edit avatar screen, the following options are available:

Choose a color theme — Select a new color for the avatar.
Choose from library — Select a photo from your mobile device's photo library.
Take photo — Open your device's camera to take a new photo.

Contact Details

Enter the following information:

Field	Description	Required
Company	The contact's company name.	Yes
Title	The contact's job title.	Yes
First Name	The contact's first name.	Yes
Last Name	The contact's last name.	Yes
Phone	The contact's phone number. Tap the drop-down arrow next to Primary to select the phone type: Primary, Phone, Home, Mobile, Work, Business, Fax, or Other.	No
Email	The contact's email address. Tap the drop-down arrow next to Primary to select the email type: Primary, Personal, Work, Email, or Other.	No
Address	The contact's address.	No
Website	The contact's website.	No

NOTE: The option to set a contact as Public or Private is not available in the NEXT mobile app. To set a contact's visibility, use the web version of NEXT.

Tap Save in the top right corner to create the contact.

Editing a Contact

To edit a contact's details, complete the following steps:

Tap on the contact you want to edit.
In the Contact Details screen, tap the text box next to the field you want to edit and make your changes.

Deleting a Contact

To delete a contact, complete the following steps:

Tap on the contact you want to delete.
In the Contact Details screen, tap the ellipsis (•••) in the upper right corner.
Tap Delete.
A confirmation window appears with the following message: This contact will be permanently deleted. This action can't be undone.
Tap Delete to confirm, or Cancel to go back.

Adding Properties

To add a property to a contact, complete the following steps:

On the New Contact screen, tap + Add property.
Select the property you want to add from the following options:
- Phone
- Email
- Language
- Timezone
- Preferred Channel
- LinkedIn
- Twitter / X
- Facebook
- Instagram
- Contact Owner
- Notes
The property appears below the other fields. Enter the value in the field provided.
To remove a property, tap the X next to it.