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Contact grouping and inline creation

Loc8 avatar
Shared by Loc8 • July 12, 2023

Searching for and creating contacts against a job, quote, asset etc has been simplified through the introduction of contact type grouping and inline creation.

Now when you edit a field, for example Alternate contact on a job, you will see all of your contacts grouped into Workforce, Customer and Customer contact sections to help visualise what sort of contact they are, and as you type, if you don't see the person you're looking for you will be presented with the option to create them without having to go to another workspace to do so.

Read the release notes