Introducing Contacts
Core's Contacts let you keep contact information on your customers, vendors, partners, or regular locations.
Use Contacts to track work for a customer or anyone you want connected to your work. Quickly look up any work associated with a specific customer and drill into the details.
Just add a Contact to a Session. Their contact information will always be at hand if you need to reference it or reach out -- try clicking on their email address. The Contact's address will be the default Session location.
From the Sessions List, you can also filter by Contacts.
Try creating a new Contact for your next Session and start using them to keep better connected with your customers.
If you have thoughts or comments, please reach out. You can chat directly with Customer Success through Live Chat utility available in Help.
Core Mobile App 2.3
The latest Core Mobile App includes updates to support Core's new Contacts.
View and edit a Session's Contact information
Call, text or email a Session's Contact with one-touch using device's native utilities
Search for Sessions using Contacts
Add Contacts to a Session
Notes:
The Coolfire Core App does not support the Chat function outside of Sessions. It is possible for users on the Core Web App to start messages with other users, but you must be in the Core Web App to view and respond to those messages.
If you have used earlier versions of Core mobile apps in the past, you should remove them once you install Coolfire Core App 2.3. Both apps may send notifications for the same events, which may get confusing.
Thoughts or comments, please reach out. You can chat directly with Customer Success through the Help utility in your Profile Settings.