The UX on editing a client and their contact methods is pretty clunky. Right now if I go into a client and click the "edit" button, I can only edit their name / DOB. I have to go to a separate screen for contact methods, and on that screen I can only edit existing contact methods. To add a new contact method, I need to go to a new button in the top nav.
Ideally, editing a client allows you to edit both the client's info, and their contact methods (and add a new contact method). This requires some design work, but is something we should fix soon.
The UX on editing a client and their contact methods is pretty clunky. Right now if I go into a client and click the "edit" button, I can only edit their name / DOB. I have to go to a separate screen for contact methods, and on that screen I can only edit existing contact methods. To add a new contact method, I need to go to a new button in the top nav.
Ideally, editing a client allows you to edit both the client's info, and their contact methods (and add a new contact method). This requires some design work, but is something we should fix soon.