Hide the “Prospect” contact type 

To help users remain compliant with ever-changing state laws, organizations can now remove the Prospect contact type when creating or editing a contact, and remove the Prospect contact category from search filters on the Contacts page. This applies to both Hearsay Desktop and Hearsay Mobile.

We recommend organizations update their CRM to exclude the Prospect contact type prior to enabling this feature. After it is enabled, new Prospect contacts will be rejected and existing Prospect contacts will automatically be changed to the contact type Other. 

This feature can be enabled at the workspace hierarchy level by contacting Support at support@hearsaycorp.com with the subject line “Hide Prospect contact type, July, 2024”. 

Disable the "Add New Contact" button at the hierarchy level

Organizations that use a CRM often grey out the Add New Contact button because contacts are synced with the CRM and not added manually. However, not every workspace or region within an organization always uses a CRM. Now, the Add New Contact button can be disabled on the hierarchy level, allowing for more fine-tuned control over feature access by different workspaces. Previously, the option to disable the button was only available on the org level. 

This feature can be enabled at the workspace hierarchy level by contacting Support at support@hearsaycorp.com with the subject line “Disable the Add New Contact button by hierarchy, July 2024”. Include the names of the hierarchies in the email.