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.
Stephen Ruminski
supported this idea
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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.