Manage and clean up Bexio contacts on mobile
Search, create and edit contacts in Bexio on the go, and tidy up addresses and phone numbers in one pass with magic fixes. So your customer list stays clean.
You manage Bexio contacts on the go just like you would on the desktop: search, create, edit, straight from your phone. With a native Bexio app like Vexlo, you can also tidy up whole address and phone lists in one step with "magic fixes". A clean contact base is the foundation for every invoice that actually arrives.
How do I manage Bexio contacts on mobile?
In Vexlo you browse your contacts as a list or grid, open the details and create new contacts or edit existing ones. Changes sync with your Bexio instantly, so you're not maintaining a separate address list, but the very same one your invoices use.
What are magic fixes?
Over time, messy data builds up: phone numbers in five different spellings, addresses with typos, inconsistent formats. Magic fixes clean up these patterns in bulk. Addresses and phone numbers are proposed in one consistent format, for many contacts at once.
You stay in control: you see what would change before anything is applied. Instead of correcting a hundred contacts one by one, you review a suggestion and confirm.
Can I edit a contact directly from an invoice?
Yes. If you notice while creating an invoice or supplier bill that an address is out of date, you edit the contact right from within the task. The change is applied immediately, no switching to another menu, no losing your context.
Why is a clean contact base worth it?
Every wrong address is an invoice that doesn't arrive, and every duplicate number a call that reaches the wrong person. Keep your contacts clean and you spare yourself returned mail and follow-up queries. Done on mobile, the upkeep happens on the side, in the moment the mistake catches your eye.
How contact upkeep fits into the whole mobile workflow is shown in the complete guide to Bexio on the go. Straight on to sending invoices: Create Bexio invoices on the go.