Additional articles:
❯ bexioGo - Getting Started
❯ bexioGo - Document Scanner
❯ bexioGo - Time Tracking
Contents
- Contact overview
- Contact details
- Create & edit a new contact
- Archive contacts
- Filter contacts
- Synchronization
Contact overview
Make sure you are signed in to the correct company. In the header, you can change the company using the “arrows” if you have created several. Tap “Manage contacts” in the menu. You will then be taken to the contact overview.
✓ First & last name
✓ Company name
✓ Email address
✓ Landline and cell phone number
Symbol differentiation
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Company contacts |
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Private contacts |
Internet connection
In order to synchronize your contacts with the ones that you manage in your bexio account, your phone must be connected to the Internet. However, you can still view your contacts while offline.
Contact details
The upper contact area, with the symbols on the right, is interactive. Provided that you have saved the associated information, you can access the following functions directly from our app:
Symbol | Action |
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Send email |
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Call |
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Send message |
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Go to website |
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Open address on map |
Create & edit a new contact
Create a new contact with the “plus symbol”. You can edit the contacts using the “pencil symbol” in the top right corner of an open contact.
Archive contacts
Existing contacts can be easily archived in the contact overview or within the detail view (archive symbol). However, the contacts can currently only be retrieved from the archive via the web application.
Filter contacts
In der Kontaktübersicht kann nach Personen, Firmen oder nächsten Geburtstagen gefiltert werden. Die nächsten Geburtstagen werden ausgehend vom aktuellen Tag absteigend sortiert dargestellt (basierend auf Tag und Monat des Geburtsdatums).
Synchronization
Your contacts are automatically synchronized when you open the app. To manually synchronize your contacts, pull your list all the way down until the “loading circle” is completely visible, then let go.