Smartstaff, administrator
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→Improved Contact Association Interface
====Improved Contact Association Interface====
We've redesigned the contact association interface to make it more intuitive and efficient when selecting and associating contacts within a record. Key enhancements include:
* '''Streamlined Layout''': The interface now prioritizes the search and add buttons, making it quicker to find and associate contacts.
* '''Simplified Role-Based Association''': For users leveraging the Linked Record List, we've introduced a new, simplified interface that allows you to quickly add users in predefined roles—such as co-applicants, executives, or other personnel. Just start typing a name, select the user, and they’ll be automatically associated with the record in the appropriate role. Saving time and reducing friction when managing contact associations.
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[[File:2025-10-ticket-20-1.png|thumb|none|800px|The revised contact association interface now prioritizes the search and add buttons, making it easier to find and associate contacts.]]
[[File:2025-10-ticket-1020-2.png|thumb|none|800px|A new option has been added to the Linked Record List that enables an inline Simplified Role-Based Association interface. You can now simply type the name of the desired contact, select them from the list, and they will be automatically added with a predefined role.]]
[[File:2025-10-ticket-1020-3.png|thumb|none|800px|This image illustrates what happens when a contact is selected—they are automatically added with the predefined role]]
===Minor Updates===
