Adding and managing contacts just got a whole lot easier. We’ve redesigned the contact form so you can enter a contact and all of their information — phone numbers, email addresses, and mailing addresses — on a single screen. Previously, adding contact details required navigating back and forth between multiple screens. Now, the form opens with sections for each type of contact method ready to go, so you can fill in everything at once and hit save.
The new layout is designed to make better use of your screen. On desktop, fields are arranged side by side to reduce scrolling, and each contact method type — phone, email, and address — is organized into its own clearly labeled section. Need to add a second phone number? Just click the add button next to that section. When you search for an existing contact, any phone numbers, emails, or addresses already on file are automatically filled into the right sections, saving you from re-entering information that’s already in the system.
We’ve also improved how the form handles validation and addresses. Fields are checked as you type, so you’ll know right away if something needs correcting. When you save, if any optional fields are incomplete, you’ll be prompted to either continue saving without them or go back and finish. Addresses are now protected from accidental edits — since an address may be shared across multiple records, you’ll use a clear “change address” option rather than editing the existing one directly. These changes also carry through to how contacts appear throughout the system, with a cleaner view that matches the updated form layout.
