We've introduced a new enhancement to the Contacts tab to provide greater visibility into contact relationships across your client list.
What's New?
When viewing a contact, any associated clients that are marked as Inactive will now display an "Inactive" indicator next to the client name.
This allows users to quickly identify which linked clients are no longer active without needing to open each client record individually.
Example
In the example below, the contact is linked to multiple clients. While most are active, one associated client displays an Inactive label, making its status immediately visible from the Contacts page.
Benefits
- Quickly identify inactive client relationships
- Improve visibility when reviewing contact associations
- Reduce the need to open individual client records to verify status
- Help prevent confusion when contacts are linked to both active and inactive clients
Where You'll See It
Navigate to:
Clients > Contacts
Any inactive client associated with a contact will display an Inactive indicator directly next to the client name.