Search Documents by Contact & Edit Contact Labels

Improvement

We have added two updates to make contact handling easier across documents:

You can now filter document dashboards by contact person:

This helps you quickly find documents linked to a specific contact.

You can also use the contact filter along with the client or vendor filter for more accurate results.

You can now edit contact field labels directly inside documents:

Labels such as Contact Person, Contact Email, Contact Phone, Role, and Department can be renamed inline.

Once saved, the updated labels will be carried forward to future documents.