As part of our latest release, we’ve introduced the ability to change a contact’s role!
What does this mean?
It means that you now have the ability to change a contact’s role (e.g., employee, vendor, prospect) to any other role.
For those using Quickbooks, this feature will only be available for contacts that are not currently synced with Quickbooks. To edit the role of a contact that is synced, you’ll need to make the change in your Quickbooks.
Where can I find this?
If you click on any contact and select edit in the upper right on the screen, you will see a dropdown box under the Name field where you can modify the contact’s role.
Enjoy! And, as always, we welcome your feedback around this new feature.
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When I enter a new contact as a customer, they don’t show up in the scroll-down list on the left under Contacts or under Customers. If I search for that person, I find them and can get to their info.
I’ve tried emailing, submitting a new case and calling customer support for weeks with no luck.