Contact profile page redesigned

The Contact profile page has been redesigned to provide a more organized and efficient user experience.

Details

Previously, contact information was displayed on a single page. With this update, the contact profile page features the following summary cards at the top of the page that provide quick access to key information:

• Status

• Business Phone

• Mobile Phone

• Business Email

Below the summary cards, related information is organized into dedicated tabs, making it easier to navigate and locate specific details.

The redesigned Contact profile page includes the following tabs:

• Details

  Displays the contact's general information. For TeamLink users, any available lock information is also displayed.

  

• Comments

  Displays any additional comments recorded for the contact.

  

• TeamLink

  For TeamLink users, displays the user's login information and provides the option to change the password.

  

• CPA/Sage Partner Login User

  For externally authorized users, displays the user's login information and provides an option to send a password reset email.

  

The Add Contact and Edit Contact forms have also been updated with a tabbed layout, making it easier to view and manage contact information. The forms include the following tabs:

• Details

  Update the contact's general information.

• Comments

  Add or edit comments for the contact.

• TeamLink

  Enable or disable TeamLink access for the user, edit or add a username, and set or update the password.

These improvements make it easier to find, manage, and update contact-related data while preserving the existing functionality.

How it works

1. Go to Contact Management.
2. Select the Contacts tab and select a company from the list.
3. Use the tabs to view related information.
4. To update information on the Details, Comments, or TeamLink tab, select Edit.