New contacts page - June 9th, 2022

We have made changes to the Contacts tab.

Improved visibility

We have added a table interface that displays key information about each contact and account without requiring the user to click into the item:

Added bulk updates

After selecting specific contacts or accounts, a user can bulk update the selected items.

For contacts, users can bulk update salesperson and account:

For accounts, users can bulk update type, salesperson, payment terms, tax exempt status, credit card acceptance status, and PO acceptance status:

Coming later this month will also be the ability to bulk delete contacts / accounts and download your contacts / accounts in a .csv file.