---
title: "Address Book in the Mobile App: Create, Edit, and Share Contacts Across Customers & Vendors"
url: "https://help.ontraccr.com/en/article/address-book-in-the-mobile-app-create-edit-and-share-contacts-across-customers-vendors"
language: "en"
last_updated: "2025-06-08T20:20:26.067Z"
---

# Address Book in the Mobile App: Create, Edit, and Share Contacts Across Customers & Vendors

## **📇 Address Book in the Mobile App: Create, Edit, and Share Contacts Across Customers & Vendors**  
 

### 🧭 **Introduction**

The **Address Book** in the Ontraccr mobile app gives users access to all saved contacts across **customers and vendors** — letting you manage and share key contacts between companies without duplicate entry.

This guide covers how to view, edit, link, and reuse contacts directly from the mobile app.

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## **📍 Where to Find the Address Book**

1.  Tap **“More”** from the bottom nav bar
2.  Tap **“Address Book”**

You’ll see a searchable list of all contacts saved under any **customer or vendor** profile.

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## **👤 Viewing a Contact**

Tap a contact in the list to open its full profile:

-   Name
-   Role (optional)
-   Phone number (optional)
-   Email (optional)
-   Shows which **customer/vendor** the contact is currently linked to

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## **🔗 Share a Contact Across Multiple Clients or Vendors**

To assign a contact to **additional customers or vendors**:

1.  Tap the contact
2.  Tap the **three-dot connection icon** (top-right)
3.  Select the customers or vendors you want to link this contact to
4.  Tap **Done**

✅ You can now reuse the same contact in dropdowns across all those profiles — no retyping needed.

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## **✏️ Editing a Contact**

1.  Tap the contact
2.  Tap the **pencil icon (top-right)**
3.  Edit any field:
    -   Name (required)
    -   Role, phone, email (optional)
4.  Tap **Save (top-right)** to update

Changes will reflect in **every profile** the contact is linked to.

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## **➕ Adding a New Contact**

You can add contacts from two places:

### 1\. **From the Address Book directly:**

-   Tap the **“+” icon (top-right)**
-   Fill out:
    -   Name (required)
    -   Role, phone, email (optional)
-   Tap **Save**
-   Then link the contact to one or more customers/vendors via the steps above

### 2\. **From within a Customer or Vendor profile:**

-   Open the profile
-   Navigate to the **Address Book tab**
-   Tap **“+”** and add the contact — it will be auto-linked to that profile

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## **🔁 Shared Contact Behavior**

-   Contacts are **shared across customer and vendor profiles**
-   Updating a contact **updates it everywhere**
-   If a contact moves companies, simply **unshare from the old profile** and **add to the new one**

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## ✅ **Outcome**

With the Address Book, mobile users can:

-   Maintain a single, reusable record for client/vendor contacts
-   Edit or share contacts across multiple profiles
-   Eliminate duplicate entry
-   Keep contact info up to date across teams and workflows