Ability to mark newly added shared address as primary in same step

When adding a shared address, add the option in that step to go ahead and mark that new shared address primary for the record you're on (either constituent or non-constituent) in that same step so it doesn't require re-opening the new address to mark it preferred. This last step is not only unnecessary clicks and time but also easily forgotten.

  • Amelia Ketzle
  • Nov 10 2026
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