In this release, we have updated the Contacts. Now, when creating a contact, you will notice that the Last Name field is marked as optional. Additionally, we have introduced a new optional drop-down field Contact Owner. This field includes active employees who have been invited to the application, allowing you to select multiple contact owners as needed.
Key Changes:
- Contact Owner field is directly placed after the Phone Number field in the create contact form.
- This implementation is applied to the following paths:
- Tenant → Contacts → Add Contacts
- Tenant → Clients → Clients Summary → Contacts → Create Contacts
- Contact Owner is now visible under the Personal Details section on the Contact Summary When editing, it appears as an editable field following the phone number field.
- Implemented in the following paths:
- Tenant → Contacts → Contacts Summary → View Summary → Personal Details
- Tenant → Contacts → Contacts Summary → View Summary → Edit Personal Details
- Additionally, it displays on the Contact Landing page after the Phone No This update is reflected in both the Create Contact section and the Assign Contact pop-up screen under Client Summary.
- Implemented in the following paths:
- Tenant → Clients → Client Summary → Contacts → Assign Contact
- Tenant → Clients → Client Summary → Contacts → Contact Listing
- Tenant → Jobs → Job Summary → Job Actions → Client → Contact
- A Contact Owners filter has been added under the contact section to allow filtering by specific owners. You can select multiple owners using the contain condition to filter the results accordingly.
- Implemented in the following paths:
- Implemented in the following paths:
- This implementation is applied to the following paths:
