Account Contacts

Manage contacts directly related to accounts like phone numbers, emails, websites, addresses.

A new Contact Tab in Account details page with 2 internals tabs was created:

  1. Addresses
  2. Contact Information

Users with “Accounts > Account Entry: Manage Addresses” permission should be able to manage their contacts with all these actions:

  • Add
  • Edit
  • Remove
  • Mark as primary

Example of managing a phone number:

Users without “Accounts > Account Entry: Manage Addresses” permission should be able to only view the existing phone number entries.

Status: Release Flag (opt-in)

More Information