During Outreach activities, it may be necessary to create new houses, update or delete existing houses. You may want to update the contact information for a specific individual. We aim to make these actions simple and intuitive for you.
How To Create a New House
To create a new house or contact, first to House tab and hit the + button on the bottom right of the screen:
This will open a "Create House" screen where you can add address information.
Click the tick icon (Android) or Save (iOS):
How To Edit an Existing House
To modify the details of an existing house, click on the pencil icon (Android) or edit button (iOS). This will open the house details, simply update the info and click save at the end:
How To Delete an Existing House
Occasionally, you may come across a house that no longer exists and need to remove the house from the list of contacts to visit.
To permanently delete an existing house, click on the trash can icon (Android) or DELETE HOUSE button (iOS).
For safety purposes, you will be asked to confirm that you are certain you want to delete the house:
How To Create a New Contact
We have made it simple and quick for you to add a new contact using the mobile app.
Follow the steps above to create the house, if the house is not already in the house list. Select the house where the contact is going to be added to.
simply click the + icon (Android) or ADD CONTACT (iOS).
This will open a new contact screen where you can add the relevant details related to the contact:
How To Edit an Existing Contact
To modify the details of an existing contact, click on the pencil icon (Android) or edit button (iOS). This will open the contact details, simply update the info and click save at the end:
Should you have any further questions, you can reach out to one of the team at email@example.com