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:
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.