This feature simplifies the management of professional contacts, allowing users to access detailed contact summaries and bulk assign or delink them from clients.
Key Changes:
- Users can quickly access the Summary page within a defined 2-3 second timeframe.
- The Summary Page features two tabs: View Summary and Clients.
- All associated clients with a particular contact are displayed under the Clients tab.
- Users can select multiple clients and assign them to the contact.
- Users can also select multiple clients via checkboxes and delink them in a single action.
- When editing a contact, all clients associated with that contact are automatically filled.
- Contacts associated with clients cannot be deleted, ensuring data integrity.
- If a contact is linked to a job in the field of contact, the system prevents the user from deleting the record.
- Contacts not associated with any clients and not used in any jobs can be deleted.
- Email addresses are hyperlinked, opening a compose email window with the recipient’s address pre-filled and the sender’s email address filled from the logged-in user.
- A copy icon is placed before the email address.
- The sequence of fields for displaying the client list under the Clients tab is as mentioned above.
- All contact data updates within the application reflect in areas like client summaries and other relevant sections.
