When the Primary Contact checkbox is selected for a relationship in DB view, that person's contact info should be added to (not replace) the contact info tile for the org in NXT.

I'm starting to work on cleaning up the contacts in organization records (jealous yet) and it occurred to me how helpful it would be if, when a record has the primary contact checkbox checked in DB view, that individual's contact info (email and phone) is added to the organization's contact information tile in web view. It shouldn't replace the info that's already there, just be added to it. That way you wouldn't have to search in the relationships tile for who to contact at the org. Perhaps even the email address could then be accessible through NXT emails since only those marked as primary on the main record are able to be emailed through NXT.

  • Matthew Nareff
  • May 16 2023
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