Mobile App 3.62 – Link contacts to Mobile Payments & WhatsApp Live

Mobile App 3.62 – Link contacts to Mobile Payments & WhatsApp Live

Software Updates

January 2, 2024 ● 2 min read

Mobile App 3.62 - Link contacts to Mobile Payments & WhatsApp Live
Revolutionize your transaction management with our CRM’s latest feature – Contact Linking in POS Payments. Now, effortlessly associate each sale with a customer during transactions, providing a streamlined approach to transaction tracking and a comprehensive view of customer interactions in one place.
Mobile App 3.62 – Link contacts to Mobile Payments & WhatsApp Live: Introducing Contact Linking in the POS Payments module, a significant milestone in transaction management. Now, effortlessly link contacts to POS payments, streamlining transaction tracking and enhancing customer relationship management.

⭐️ Why Does It Matter To Your Business?

  • Seamless Transaction Association: Link contacts to POS payments during transactions, creating a direct and traceable connection between each sale and the customer.

  • Enhanced Contact History: Transaction history is now integrated into the contact history detail, providing a comprehensive overview of customer interactions and transactions in one place.

  • Efficient WhatsApp Integration: Respond to WhatsApp messages directly within the mobile app, treating it like any other channel. Swipe messages or reply easily, expanding communication options with customers.

⭐️ How To Use Mobile App 3.62 - Link contacts to Mobile Payments & WhatsApp Live:

To start using this feature, follow these straightforward steps:

  1. Open the mobile app and access the POS module by clicking the payment button.

  2. While processing a payment, you can now link a contact seamlessly. This is a crucial enhancement for transaction management.

  3. After clicking on the button Select the contact from your contact list.

  4. After completing the transaction you will get a verification screen.

  5. Complete the transaction and find all contact details easily accessible in your transaction history.

  6. Ensure your mobile app is updated to version 3.62 for access to these features. Go to settings.

  7. In settings check if your app is updated to 3.62 or above.

Recognize WhatsApp interactions with the distinctive icon, ensuring clear identification. If you're on the white-label mobile app, rest assured that this release will also roll out to your platform. Stay efficient, and enjoy the enhanced capabilities of our CRM system!

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