Release Date: September 30, 2023
Overview
Users can manage contacts directly from either Account360 or the Directory/Contacts section. This functionality allows users to add new contacts, update existing contact information, or delete contacts from an account, ensuring that contact records remain accurate and up to date.
Use Case: This feature helps users maintain accurate contact information across accounts. Whether managing contacts from Account360 or the Directory/Contacts section, users can quickly add new contacts, update existing details, or remove outdated contacts, improving data accuracy and simplifying contact management.
To view the enhancement:
You can add or delete a contact from either the Accounts tab or the Directory tab.
- Account 360 – Contacts can be added or deleted from specific accounts.
- Search for or select the specific account that needs to be updated.
- In the Contacts section, click the three-dot icon at the right end of the contact row.
- Click Edit to update the contact information.
- Click Archive to remove the contact.
- You also have the option to click the pencil icon to edit the contact information.
- Directory/ Contacts – Contacts can be added or deleted from specific accounts.
- Search or select the specific accounts that need to be updated
- Click on the three dots at the right end of the contact row.
- The top of the option is for editing the contact and the bottom option is to delete the contact.
