Log Your Calls and Emails

When you tap on a phone number or email, on your phone or network-enabled tablet-- you'll get to place a call or send an email. And when you're done with your call or email-- EquityTouch© Mobile will prompt you for creating a quick Touch, with all the relevant data filled in for you!

Whenever you create a Touch in EquityTouch© Mobile, your new Touch is pre-populated with as much information as possible, depending on what records you were viewing when you tapped for your new Touch. Our smart Follow-Up fields at the bottom of each Touch edit screen follow along with your changes as you create or edit a Touch, to make scheduling Follow-Ups as easy as possible.


Magic Touches! (Well, almost.)

Just tap on a phone number or email to place a call or send an email on your smart phone. And when you're done, just tap the prompt to create a new Touch for that call or email. Don't like typing with your thumbs? We pre-fill everything possible!

Our smart Follow-Up fields at the bottom of each Touch edit screen will help you schedule Follow-Ups for any new or existing Touches.


To make a Touch for a Call or Email: Just click on any phone number or email!

EquityTouch© Mobile will let your device place a call or send an email, and will be ready to create a new Touch when you're finished!

  • Tap on the "Phone" or "Email" buttons in any search result row.
  • Tap on the "Phone" or "Email" buttons at the top of any Company or Person detail view.
  • Tap on any phone numbers or emails, on any Company or Person detail view.
  • Tap on the "Phone" or "Email" buttons on a Touch's regarding Company button row.
  • Tap on the "Phone" or "Email" buttons on a Touch's initiator's button row.
  • Tap on the "Phone" or "Email" buttons in a Touch participant's button row.

Touch-Making Features you don't want to miss.

Our Date-Jump dropdown lets you easily pick a Touch date today, tomorrow, in two days, in three weeks, or in six months. Our Company selectors let you do fast, contextual text searches for Companies, without moving your cursor. Our tabbed Person selectors let you do fast, contextual text searches for everyone in your database, or for People in a specific company. Use an Employee selector for a quick list of everyone in your office.


We fill out the Basics so you don't have to.

Here are some Pro-Tips for saving time while logging your Touches:

  • On your mobile phone or tablet-- a New Touches will always set you as the Initiator.
  • From a Company search result item, or from a Company detail, or a Company's context menu -- a New Touch will feature that regarding Company.
  • From a Person search result item, or from a Person detail, or a Person's context menu -- a New Touch will add that person as a participant, and will set that Person's primary Company to be the regarding Company.
  • From a regarding Company (in a Touch detail) -- a New Touch will also feature that regarding Company.
  • From a participant (in a Touch detail) -- a New Touch will add that person as a participant, and will set that Person's primary Company to be the regarding Company.
  • When adding several participants (to a Touch) from the same Company -- use the "By Company" tab of the person (participant) selector, and locate the person's primary Company. This will populate the participant selector dropdown with all the Company's Employees, and you can add several participants from the same Company.

Creating Touches On-the-Go. Now You Know!

Don't stop now. You'll be an EquityTouch© Mobile Master with one more page!