I honestly can't believe there aren't more posts about this - maybe I'm not searching for the correct thing but this would be incredibly helpful if we could set a system-wide ranking and have that apply to all records unless otherwise adjusted. For us: Parent, Alumni, Past Student, Board Member... in that order, where if a constituent is an Alumni that becomes their primary CC, if they aren't a Parent as well. Etc. Something where you can globally order what data you want to preference.

Yeah, this would be a huge help - especially to your many education clients with alumni, students, parents, fac/staff, etc.

This would be a great help - and is essential if the dashboards continue to only allow outputs based on the primary constituent code (Rather than letting you choose all constituents who have a 'Trustee' code, regardless of whether or not it is a primary code)