Introduction
When you need a client’s details, you don’t want to waste time clicking around to find them. That’s why we’ve made it easier to open any contact card in a new tab, no matter where you are in the system.
It’s a small change, but it saves you extra clicks and keeps you from losing your spot. You can quickly check phone numbers, emails, or notes, then jump right back to what you were doing.
Whether you’re booking jobs, looking over reports, or taking a call, you can grab the info you need in seconds and keep moving.
What’s New: Contact Page More Accessible
We’ve made contact records easier to access across your workflow.
You can now:
-
Open any contact card in a new browser tab
-
Keep your current job, form, or report open
-
Switch between records without reloading pages
-
Cross-reference contact details while completing tasks
This update improves overall contact page accessibility and makes navigating between records smoother and faster.
How This Solves a Common Problem
Many teams work across multiple records at once. You might be updating a job and need to confirm a phone number. Or reviewing a report and needing to check a client’s details.
Previously, this meant:
-
Leaving your current screen
-
Loading the contact record
-
Navigating back again
These extra steps interrupt your focus and slow down day-to-day operations.
With improved contact page accessibility, you can open contact cards in a separate tab, view the information you need, and return to your original task instantly. No retracing steps. No losing context.
How Customers Use This in Practice
This feature supports real-world workflows across operational and admin roles.
Field service coordinators
Open contact details while dispatching technicians without leaving the job schedule.
Customer support teams
Check phone numbers or email addresses during live calls while keeping job records visible.
Operations managers
Review multiple client records side by side during audits or performance checks.
Admin teams
Cross-reference contact information while processing reports or updating digital forms.
If your business uses tools like Field Service Software, works within Workflow Automation processes, or manages data through a Form Builder, this update fits naturally into your existing system.
Why This Matters for Growing Teams
As your business grows, the volume of records increases. Teams handle more jobs, more contacts, and more communication.
Small inefficiencies become bigger over time.
Improved contact page accessibility helps:
-
Reduce unnecessary navigation
-
Support multi-tasking workflows
-
Maintain accuracy when switching between records
-
Improve confidence when handling high volumes
It’s a practical improvement that supports scale without adding complexity.
Frequently Asked Questions
What does contact page accessibility mean?
It means you can open a contact card in a new browser tab from wherever you are, making it easier to access contact information without disrupting your workflow.
Does this change how contact records are stored?
No. This update only improves how you access contact details. It does not change any data or structure.
Can I still open contact pages the usual way?
Yes. The standard navigation remains available. This simply adds a faster option.
Will this work across jobs, forms, and reports?
You can open contact cards from supported areas where contact details are linked.
Do I need to enable anything?
No setup is required. The feature is available automatically.
Is this useful for high-volume teams?
Yes. Teams handling many jobs or client records benefit most from reduced clicks and faster access.
Conclusion
Improving contact page accessibility may seem like a small change, but it delivers meaningful day-to-day efficiency.
By allowing contact cards to open in a new tab, your team can access contact details faster, reduce clicks, and stay focused on the task at hand. It’s a simple improvement designed to support real-world workflows and growing teams.
Back to Smart Business Hub