How do I view contacts in the mobile app?

Last updated: November 5, 2026

View and manage contacts in the Whippy mobile app when you need to find customer information while away from desktop.

Steps

  1. Open the Whippy mobile app.

  2. Open the Contacts area from the mobile navigation.

  3. Search for the contact by name, phone number, or other available details.

  4. Select the contact to open their profile.

  5. Review contact details, conversations, activity, or available actions.

  6. Edit contact details if your mobile permissions and app version support it.

Tips

  • Use search to find contacts faster.

  • Confirm you are in the correct organization before editing contacts.

  • Use desktop for advanced contact management if mobile options are limited.

Troubleshooting

  • If a contact does not appear, check spelling or search by phone number.

  • If contact details do not load, refresh the app or check your connection.

  • If edit options are missing, confirm your permissions and app version.