Here's a Quick Overview

EquityTouch© and EquityTouch© Mobile both help you manage Companies and People, and all Touches (contact or communications) with those companies and people. EquityTouch© Mobile puts most EquityTouch© features into a slick interface you can use with one hand. It's designed for reliability and speed on all major smart-phones and tablets. You'll find all your saved searches, all your personal and shared groups and tags, and all your custom data at your fingertips on your mobile device.

EquityTouch© Mobile has a search panel on the left, and a details panel on the right. You can swipe between them at any time.

The search panel has three modes: Company, Person, and Touch. On the search panel, you'll not only get fast, paged results-- you'll also get quick links in every search result row, for making calls, sending emails, logging new Touches, scheduling Touches, viewing a Person's primary Company, and viewing a Company's employees.

On the details panel, you'll see all your important information in a glance, with one-tap to edit. For each Company, Person, or Touch, you'll also find a smart context menu which puts all of your custom data groups at your fingertips, and much more.


Jump to the left, jump to the right!

EquityTouch© Mobile has a search panel on the left, and a details panel on the right. You can swipe between them at any time.

All it takes is one quick swipe, to go from a search, back to your last viewed contact. A quick swipe will also get you back to your last search, from a company look-up. And, if you're using a tablet or a large screen-- you'll have your searches visible on the left side of your screen, as you view, edit and create your companies, people and touches.


The Search pane: Companies, People, and Touches.

The Search pane is organized by Company, Person, and Touch. Each Search type (Company, Person, or Touch) has:

  • A quick and accurate text search field
  • Previous-page and next-page buttons for paging through large results
  • A context menu, with all your saved searches, groups and tags from your Desktop EquityTouch© application
  • A complete history menu for everywhere you've been during this login, and a list of your last text searches, as well!

The View pane: Informative at a glance, with quick menu access to every detail of your data.

The View pane is a quick and thorough summary of any Company, Person, or Touch. Important information is prominently displayed, and editing your data is only one tap away.

The View pane context menu contains:

  • Links for new Touches, which pre-fill all your relevant data
  • Access to all your customized data groups, and customized data fields
  • For Companies-- quick links to all complete and incomplete Touches, and active employees
  • For People-- quick links to all complete and incomplete Touches
  • For Touches-- complete access to all relevant information of the regarding company, including Touches, employees, and all data.

Our search results are packed with quick links. They'll take you everywhere.

Tapping on a search result row will take you to your record details. But there's more. On every Company and Person search result row, you'll find buttons for that record: all phone numbers, all emails, a company's employees, a person's primary employer. You'll also find a quick and easy button for creating a new Touch for that company or person, with as much data as possible, pre-filled for you.


Company search results links and buttons.

Tapping on a Company search result row will take you to your company details-- for a quick view, for drilling deeper into your data from the context menu, or for editing any of your data. But you'll also find these quick and useful buttons on every Company search row.

Tap them for a description of what they do:

Person search results links and buttons.

Tapping on a Person search result row will take you to your person details-- for a quick view, for drilling deeper into your data from the context menu, or for editing any of your data. But you'll also find these quick and useful buttons on every Person search row.

Tap them for a description of what they do:

Company and Person search results display your next scheduled Touch and last Touch.

Every Company and Person search result row displays your next scheduled Touch with the Company or Person, and your last Touch, as well. Tapping on a search result row takes you to a detail view, and a context menu where you can pull up all complete and incomplete touches for that Company or Person.

Touch search results are easy to review on the smallest of devices.

Touch search results are designed to show as many results as possible, on any mobile device. With convenient paging at the bottom of every screen, and easy-to-select search rows,-- it's easy to locate the data you need, and select the record you want.


Details, details, details! And a smart menu.

When you tap to a Company, Person or Touch detail screen, you'll have all your important information at a glance, with one tap to edit. Company and Person detail screens feature the same quick-access button bars used on the search results, as well as clickable phone and email links. Touch detail screens also feature quick-access button bars for regarding companies and all participants.

The menu at the top of every detail screen contains quick access to all additional information and searches you'll need.


Company detail view and menu.

The Company detail view features the same quick access bar as Company search result items, with quick links to make and log a call, send and log an email, create a new Touch, and view employees. You see all Company addresses, phone/fax numbers, and web urls. And of course, you'll always have an Edit button right at the top.

The Company context menu lets you:

  • Create a New Company (you can also do this from the Company search menu)
  • Create a Touch for this Company
  • View all complete Touches for this Company
  • View all incomplete (scheduled) Touches for this Company
  • View all employees for this Company
  • Create a New Employee for this Company (Tip: an easy way to create a person record!)
  • View (and edit) all your custom Fields for this Company, organized by your custom data groups

Person detail view and menu.

The Person detail view features the same quick access bar as Person search result items, with quick links to make and log a call, send and log an email, create a new Touch, and view the person's primary Company. You see the person's primary Company and address, all phone/fax numbers, and all emails. You can use any of the phone links to make and log a call (create a Touch for the call), and you can use any of the email links to send and log an email (create a Touch for the email). And of course, you'll always have an Edit button right at the top.

The Person context menu lets you:

  • Create a New Person (you can also do this from the Person search menu)
  • Tip: Creating a New Person here will automatically default to the same primary Company as the displayed Person.
  • Create a Touch for this Person
  • View all complete Touches for this Person
  • View all incomplete (scheduled) Touches for this Person
  • View (and edit) all your custom Fields for this Person, organized by your custom data groups

Touch detail view and menu.

The Touch detail view is a marvel of information. In addition to Touch Type (category) and optionally, Touch Sub-type (sub-category), and the Date and Time of the Touch, you'll find:

  • Complete / Incomplete checkbox, and all your customized Touch data fields.
  • A Regarding Company panel, with a full quick-access bar for this Company!
  • An Initiator panel, with a full quick-access bar for the Initiator!
  • A summarized Participants list, which can be expanded to provide full quick-access bars for each Participant, as well as email and calendar invite statuses for each participant.
  • Your Touch subject and notes
  • And (of course) an Edit button, always at the top

The Touch context menu is based around the Regarding Company of this Touch. From the context menu, you can:

  • Create a New Touch for this Company
  • View all complete Touches for this Company
  • View all incomplete (scheduled) Touches for this Company
  • View all employees for this Company
  • Create a New Employee for this Company (Tip: an easy way to create a person record!)
  • View (and edit) all your custom Fields for this Company, organized by your custom data groups

The Rest is History. Two histories.

Whenever you login, you begin a session history. Every search you run, and every detail you view-- is added to your history. You can open your session history in the search panel and also in the detail panel.

The session history itself is organized by Searches and by Details, and clicking on any item in any history list will either re-run the search, or re-display the detail view.

If you need to look something up again, or if you need to back up-- your history panels are always one tap away.


Viewing your History from the Search panel (on the "left" side):

From the Search panel, simply tap the History (clock with arrow) icon, in the center of the header, to the left of the search field. This will open your History panel. If you had a search displayed, then tapping the History icon again will return you to your search results. You can toggle your History panel in your Search panel at any time.

Viewing your History from the View panel (on the "right" side):

From the View panel, simply tap the History (clock with arrow) icon, on the left side of the header. This will open your History panel. If you had Company, Person or Touch details displayed, then tapping the History icon again will return you to your previous display. You can toggle your History panel in your View panel at any time.

How was that for a Quick Overview?

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