2024-05-22 Enhance Contact Search Functionality
- We have added new subsections titled "All People" and "All Companies" at the top level of the contact search interface.
- These subsections provide a comprehensive view of all records, including Accounts, Leads, and Contacts, without the need to specify a subsection.
Improved User Experience:
- Streamlined the process of locating contacts by providing an all-inclusive view, reducing the need to navigate through multiple subsections.
Record Creation Requirements:
- When generating a new record from "All People" or "All Companies," the "Role" field is now mandatory on the creation page.
UI Adjustments:
- Added a "Role" column to the table on the record overview page under "All People" and "All Companies" subsections that includes a badge indicating the role type for easy identification.