Say hello to the Unified Contact Workspace for the Patient Copilot mobile app. The Contacts Workspace pulls every detail, task, note, and activity feed for a contact onto one clean screen, adds long-press quick-actions, and lets you tag or bulk-update records in seconds. Update to v3.9 (or higher) and manage your book of business faster—without hunting through multiple menus. ## Tabs Breakdown Tabs separate “need-right-now” info from deeper history, so you stay focused yet informed.
Tab | Purpose-Driven Value |
Tasks & Notes | Track to-dos and meeting notes tied to the contact—so nothing slips through the cracks. |
Details | View and edit general fields, custom values, actions, and DND toggles without jumping to the web. |
Activities | Scroll a chronological feed of calls, appointments, surveys, payments, page visits, and more—perfect for quick context before you call back. |
## Tag Management & Bulk Actions Tags keep your database tidy and power targeted campaigns; multi-select makes upkeep painless. - Tick check-boxes to highlight multiple contacts. - Use the bottom action bar to Add Tags or Remove Tags—changes sync instantly to the web. - Coming soon: additional bulk actions like Delete, Assign, and DND toggle. Custom values personalize outreach at scale—store them right on the contact so every text, email, or workflow pull is accurate. - Add or edit under Details → Additional Info. - Reference the value in any template with the usual {{custom_value}} syntax. - Custom values travel everywhere the contact record travels, including automated campaigns. ## Quick-Action Tiles When speed matters, long-press beats deep menus. - Call launches your phone dialer. - SMS opens the in-app text composer. - Email triggers your default mail client. - Book Appointment connects to your calendar flow. - Collect Payment routes to the built-in payment sheet. Actions inherit the device defaults you already trust—no extra setup required. * * * ## Frequently Asked Questions 1. What app version do I need? Patient Copilot v3.9+ (or LeadConnector v3.9+) on iOS or Android. Whitelabel apps: request the 3.9 build from support. 2. Can I switch back to the old view? No—the legacy layout has been sunset to keep code lean and deliver new features faster. 3. Do web tags sync to mobile instantly? Yes—tags are real-time. Edit on web, and you’ll see the change on mobile in seconds (and vice versa). 4. Does multi-select work offline? You can select contacts offline, but the tag update queues until you’re online again. 5. How many tags can I bulk-apply at once? Up to 500 contacts and 10 tags per bulk operation—limits prevent accidental overload. 6. Are custom values available in automations right away? Absolutely—once saved they’re accessible in Workflows, Email Builder, and SMS Composer. * * * ### Next Steps 1. Update your Patient Copilot or LeadConnector app to v3.9+. 2. Long-press a contact tile to explore quick-actions. 3. Tag in bulk: select three contacts ➜ Add Tag ➜ choose “VIP”. 4. Share feedback in the Mobile Beta Slack channel—your insights shape 3.10!
