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Changelog byAnnounceKit

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Improvement
a year ago

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:

  1. Access Type: Now presented as a dropdown menu, offering the following choices:
    1. Normal (Access Via Web and Mobile),
    2. Mobile (Access via Mobile only),
    3. 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.