Bulk Add from Sheet
Paste rows straight out of Excel — copied cells keep their tab breaks, so this splits correctly without any file upload.
Add Customer Contact
Saved to the Customer Contacts directory and picked here right away — a plain popup instead of a squeezed-in row, so every field stays visible together no matter how wide the table behind it is.
Client Contact
Same popup pattern as adding a new directory contact — every field stays visible together instead of a scrolling row.