New contacts page -- June / July 2022

We have made changes to the Contacts tab! Learn more about the contacts page here. Here is a summary of the updates:


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:

Download a csv of all of your contacts or accounts:

Bulk update accounts and contacts

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:

Bulk delete contacts or accounts

Note:When you delete accounts, the associated contacts will also be deleted.

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