Improving Your Contact Management Experience

Managing your contacts efficiently can help your small business stay organized and responsive. Recent improvements focus on making contact management clearer and more user-friendly by enhancing visuals and simplifying key actions.

📌 Why This Matters

When your contact information and interactions are easy to read and manage, you save time and reduce frustration. Clear visuals and straightforward controls help you stay on top of customer relationships without the hassle.

✨ What’s New

  • Darker Input Fields: Input areas now stand out better with darker shades, making it easier to see where to enter information.
  • Clearer Empty Fields: Empty fields are marked with double dashes, helping you quickly spot missing information.
  • Folder Differentiation: Folders have a subtle gray background, so you can easily distinguish them from other fields.
  • Opportunities Under Actions: Opportunities are now accessible with fewer clicks by clicking anywhere on the card, streamlining how you add and view them.
  • Expanded Tags Display: Adding and viewing tags is now simpler with a wider, cleaner popup, plus you can expand or collapse the tags section.
  • Engagement Score Nearby: The engagement score appears right next to the contact’s name, and clicking it opens detailed info about customer interaction.
  • Additional Contact Info Inside Folder: Extra phone numbers and emails are now right inside the contact folder, so you don’t have to search elsewhere.
  • Easy Contact Deletion: A dedicated delete icon replaces the old menu option, making removing contacts straightforward.







🛠️ How to Use It

  1. Step 1: When reviewing your contacts, notice the clearer input fields and easily spot any missing info thanks to the dashed marks.
  2. Step 2: Use the clickable opportunity area within the contact’s action section to quickly add or view sales opportunities.
  3. Step 3: Check the engagement score right by the contact’s name to understand how engaged a customer is with your business.
  4. Step 4: Add extra phone numbers or emails directly in the contact folder for easy access.
  5. Step 5: When you need to remove a contact, use the new delete icon for a faster and clearer process.

đź’ˇ Pro Tip

Keeping your contact information easy to read and actions simple to perform lets you stay focused on building relationships that ultimately grow your business’s revenue.

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