Community

Tick box to make a Contact the Primary Account Contact upon Creation


Completed

Comments

4 comments

  • Official comment
    Avatar
    Heather Bayfield

    Thanks both, good to see the recent update has been useful and we'll take these additional points into account.

    Comment actions Permalink
  • Avatar
    Troy Michels

    Thanks for your feedback, we have now added a checkbox to the contact screen during contact creation to allow you to make the contact the primary contact for the account.  Try it out, tell us what you think!

    0
    Comment actions Permalink
  • Avatar
    Holness, Tom

    This looks like a good new feature that we'll use from now on.

    I would suggest that the primary contact is always listed at the top of the contacts section on the account page. The colour highlighting is great though.

    It would also be good if, when looking at the contact screen, it said that they were the primary contact for the account as well as showing that on the account screen.

    Thank you.

    0
    Comment actions Permalink
  • Avatar
    Andrew Collins

    I agree with Tom - this would be a great time saving feature when contacting larger accounts.

    0
    Comment actions Permalink

Please sign in to leave a comment.