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Use the People Mobile App

People has a mobile app where you can access dashboards, profiles, lists, forms, and workflows on the go!

To start, install the People app on your iOS or Android device and log in using your login method and password.

Dashboard

The Dashboard page gives you an overview of your database broken down by gender and age group, as well as the ability to search for a profile, add a new profile, and view profile notes.

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  1. View all profile notes accessible to you. 

  2. Search for a person.

  3. Add a new profile to your database.

People

On the People page, you can view all profiles, only People administrators, or only Inactive profiles in your database.

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You can also view and edit individual profiles.

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  1. Edit a profile's information.

  2. Tap a profile's avatar to view a larger version.

  3. Call, text, or email a person or add a profile note to their profile.

Lists

On the Lists page, you can view all the lists you can access, your recently viewed lists, your manage lists, and any starred lists.

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You can interact with an individual list as well.

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  1. View the Results, Rules, Automations, and Settings tabs like you can on the web.

  2. Send an email to the list directly from your phone.

Forms

On the Forms page, view all forms visible to you, forms you've recently viewed, open forms, and closed forms.

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You can tap on a form to view submissions for it and tap on an individual to see their submission data.

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Workflows

On the Workflows page, view all workflows that are visible to you or just workflows with cards assigned to you.

mobile_workflows.png

When viewing a card assigned to you, you can complete it to move it to the next step, perform actions on the card, reassign the card, view the card's history, and remove or delete the card.

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