The contacts table has two inline editing features that let you manage client links, emails, and phone numbers without leaving the table.
The Clients column shows which clients a contact is linked to. Each linked client is represented by a colour-coded client-type icon (company, trust, individual, etc.).
Up to three client icons are stacked in the cell. If a contact is linked to more than three clients, the extras collapse into a +N badge on the left of the stack.
Hovering over any icon opens a small card showing the client name, type, and the contact's role(s) for that client, along with a View Client link.
Clicking the lead client's name (or the chevron next to it) opens a popover listing every linked client with their type and role(s).
In the Clients cell, click the lead client name (or Add Clients if none are linked yet).
In the popover, click Add client.
The Manage clients modal opens. Search for the client by name.
Select the client from the list. This opens the roles step.
Tick at least one role for the contact (e.g. Director, Trustee). You can also add a custom role and mark the contact as the primary contact for that client.
Click Save.
The contact's row refreshes immediately to show the updated icon stack.
Open the Clients popover (click the lead client name).
Click Add client, then select the already-linked client in the Manage clients modal.
Update the roles or primary flag, then click Save.
There are two ways to unlink:
From the popover: hover over the client row and click the trash icon that appears on the right.
From the roles step: open the client in the Manage clients modal and click Unlink in the footer.
Unlinking takes effect immediately and the icon is removed from the cell.
When contacts are imported from XPM, a separate contact record can be created for each client they appear in. The Clients column makes these duplicates easy to spot: a contact linked to multiple clients shows multiple icons. You can use Manage clients to consolidate links or unlink extras.
Client-role users (read-only) see the icon stack and the lead client name but cannot edit links. The Add Clients button and popover controls are hidden for those users.
The Email and Phone columns now support inline editing directly from the contacts table.
Click the email address or phone number shown in the cell. The full edit modal opens, letting you:
Change the value.
Set the type (e.g. Work, Personal, Mobile).
Mark a value as primary.
Add or remove additional emails or phone numbers for the contact.
Click Save to apply changes. The cell updates immediately.
If a contact has no email or phone, the cell shows an Add Email or Add Phone button. Click it to open the same edit modal.
Hover over a cell that has a value and a copy icon appears. Click it to copy the primary email or phone number to your clipboard. A toast notification confirms the copy.
Client-role users see the primary value as a plain link (mailto or tel) with a copy button, but cannot open the edit modal.
