XPM (New experience) - Show full details of additional contacts on Client record
Enable full visibility of Contacts when accessing via Additional Contacts area in Client screen.
Currently, when we access a Contact via the Additional Contacts section of the Client screen, not all contact fields are displayed.
Furthermore, when editing or adding a new contact, we cannot edit or access all the contact details. We cannot add or edit Mobile numbers or custom fields for Contacts. To access these, we have to exit the Client screen and access Contacts separately via Clients > Contacts.
This adds a lot of extra steps that can be avoided by ensuring full visibility and full access via the Additional Contacts section of a Client.
Peter Koumakis
shared this idea
Thanks thanks for sharing this idea about improving contact visibility in the Client screen. We appreciate you taking the time to explain how streamlining access to contact details could help your workflow.
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