Anytime we can make adjustments to provide a more streamlined, intuitive, and unified experience, we'll always do our best to make that happen.

This update ensures that all critical contact details and related activities are consolidated into a single, easy-to-navigate screen in the Admin Mobile App.

What's New?

• Quick Actions - Common functions easily accessible
• Tabbed Navigation Approach - Unified access to all contact-related information under tabs:
• Folded Information Structure - Each section within the tabs is collapsed by default for a clutter-free view.
• Custom Values Integration - Custom values are now onboarded at the contact level, allowing for personalized data management.
• Tag Management: Tags are enabled to help categorize contacts effectively and Multi-select contacts to add tags in bulk.
• Enhanced Activity Tracking - All events related to a contact, such as appointments, document uploads, surveys, and page visits, are consolidated under the activity tab.
• Future-Proof Design: Elements introduced in this overhaul will be leveraged across other CRM modules such as Opportunities and Appointments, ensuring consistency and making it easy to use.
• Quick Actions on Contact Tiles: Managing your contacts is even more efficient with our new long-press feature. Simply hold down on a contact tile to instantly access essential actions.