In this release, we have introduced a new feature in the Contact section under the Client Summary page, where you can designate only one contact as the primary contact for a specific client. This primary contact can be marked using a toggle icon, and you are allowed to select only one primary contact.
Key Changes:
- Additionally, we have made changes to the user interface. The three-dot icon has been removed, and the Delink option is placed above it, allowing you to delink multiple contacts at once. The Create Contact button is replaced by an Add icon, which displays a tooltip Create Contact upon hovering.
- We have also added the option of sending Bulk SMS in the three-dot icons under the Client Contacts In the list view of contact records, SMS and Call icons have been placed before the Phone Number, allowing you to send SMS directly.
- Furthermore, we have introduced checkbox options against each Client Contact, along with a Select all You can select all contact records by clicking on the Select all option and can unselect all selected contacts from the same select option. You can also select multiple contacts through checkboxes as per your requirement.
- The Send SMS option is enabled when you select at least one contact. Upon selecting contacts from the list view or filtering selected contacts through available filters, clicking on the Send SMS option from the three-dot icons will open the standard SMS screen pop-up screen, consistent with the current system. The Send SMS option is enabled when SMS integration is connected through the Marketplace.
- The process remains the same as in the current system. If SMS has not been sent previously, it will open a new SMS screen; if already sent, the chat will display, and you will have the option to send a new SMS from there.
- All SMS will be stored in the SMS section under the contact summary page and will also sync in the Activity of the Client.
- The path is: Tenant → Contacts → Contacts Summary page -> SMS Section.
- All SMS fields remain the same and will work with the same validation as in the current system.
