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

Completed

Follow

Collins, Andrew

March 12, 2015 17:13

As contacts are created secondary to accounts, it would be much easier to assign a contact as that account's primary contact, when adding him/her. 

This would save a lot of time when adding numerous accounts as there would be less jumping back and forth or refreshing tabs. 

A 'check box' would be great. If we could simply click this before saving and have this update the account in the background it would be a great time saver.  

22

• Official comment

  

  Heather Bayfield June 14, 2017 07:44

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

  Comment actions Permalink
• 

  Troy Michels June 12, 2017 17:19

  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
• 

  Holness, Tom June 13, 2017 09:31

  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
• 

  Andrew Collins June 13, 2017 09:36

  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.