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What's New: More Capabilities for Contacts
The TermSheet Team
Nov 11, 2022
Separate Contacts Tab within Deals
Users can now add a separate Contacts tab within a deal view. This allows users to fully view, sort, and filter all the contacts related to a deal or property. The separate Contacts tab comes in addition to the existing contacts preview panel that lives on the main deal view page.
Merge Contacts + Companies
With this feature you no longer have to worry about mass-removing contacts or companies associated with other objects. With the merge functionality you can merge one contact or company into another. This will then migrate any fields or data associated with the old contact into the new contact.
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