Create new contact/edit contact redesign
Our new UI for contact creation/edition has been completely redesigned to offer a more intuitive and user-friendly experience. Inputs are now grouped into easily navigable sections, aided by a convenient left menu for swift-form navigation. Plus, you can view the number of Required fields in each section and collapse or expand those sections.
The new layout is available for three objects:
- Individual Contacts,
- Business Contacts,
- Employees.
In the case of Employees, there are a couple of optimisations, compared to the previous layout:
- Access Type: Now presented as a dropdown menu, offering the following choices:
- Normal (Access Via Web and Mobile),
- Mobile (Access via Mobile only),
- Employee (No system access) - if selected, the ‘User Access’ section with user e-mail and password becomes unavailable.
2. User Access - The toggle button to automatically generate a password has been removed. Whenever the field is empty, a password is generated automatically and shared via email with the user.
⚠ To assign inputs to specific sections, please contact Archdesk Support Team.