What's New
Client and contact create forms are now easier to fill. Client Type and Contact Role now appear at the top of the form — these are the fields that drive conditional fields below (dynamic labels, custom titles). You no longer have to backtrack when dependent fields appear.
New Client form:
- Client Type moved to the top, immediately followed by Name and Address fields that adapt based on the type (Homeowner vs. Business labels)
New Contact form:
- Role field moved to the top, with First/Last Name and conditional fields (Custom Role Title, Carrier Name) appearing immediately after without requiring a re-order
All form dropdowns now use Combobox for a consistent experience — searchable, keyboard-navigable, and aligned with the rest of the platform.