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The contact layout is very unhelpful and a pain for organizing and updating information. The groups are useful, but contacts should show tags of what groups they are in via the main contact page. The tax info should also be shown. I should be able to scroll the contacts and see who is ready for 1099 submission for example. Clicking in and out of every contact is such a waste of time and there's no marker for knowing when a contact has been updated. Theres a ton of wasted space on this page. Mocked up screenshot attached.

Viewing groups on the all contacts page would be incredibly helpful along with the ability to customise the screen with various columns of contact data (phone number, email, group, postcode etc)

I would love to be able to see if a customer is attached to a group. Not really worried about the other stuff.

Would like to see the group on the contacts page so that we know this contact has been added to a specific group.

There's so much blank space on the Contact screen - use it to show groups, and/or allow us to choose what columns to show (group, phone number, ABN etc).

would even be more beneficial when you roll over a contact when invoicing to have a NOTE section[ dialog box]...so you could highlight if there is any issue with the contact before completing a transaction.

Run a report "Income and expenses by contact"

Then apply the filter described as 'Contact group' then "contacts without a group"... This will display every contact that is not assigned to a group.

This is the nearest and most helpful approach I have found.

Display the Group data for a contact or a customer in the Customer Tab instead of having to go to each individual customer to see what group they are in. Maybe even export the Group data to excel. Currently you can open the Group to see who is listed but not when you are looking at your Customer List.

This feature is really needed to keep the contacts organized efficiently. Not being able to see the group on the contacts page makes it very time consuming to review the group assignments.

I think this is a very import for viewing contacts. It is very time consuming adding Groups to a contact without opening up the contact file. We should be able to see which Contact group they are in from either the All Tab or their individual Group tab.

I agree and even be able to export the group detail to excel

Display the Group data for a contact or a customer in the Customer Tab instead of having to go to each individual customer to see what group they are in. Maybe even export the Group data to excel. Currently you can open the Group to see who is listed but not when you are looking at your Customer List.

contact groups

I'd like to see which Groups my customers have been assigned to on the contacts page so that I can see which ones haven't been assigned to a Group. It's easy to see which ones have been assigned within the Groups but not which ones haven't.

This would solve my issue - an easy way to allocate suppliers to a group without currently exporting all suppliers to a csv, deleting all who aren't relevant and then comparing one by one to an exported csv of the particular group. I would even appreciate being able to customize a smart list for suppliers that would show all who are currently not allocated to any group.

The criteria offered in the Contact Smart Lists are far too limited, and what is available is not useful at all. I would like to run a basic list, for example those customers who have not purchased from my client in the last 2years. I need this so that I can see which customers I should archive. There is currently no way to do this, unless I click into 800 contacts one-by-one. I am not able to keep contacts organised very well at all because of limitations such as this. The number of contacts just grows because it is not easy to manage.