Primary Contact for Organizations

It would be helpful to have the Primary Contact for an Organization listed right under the Organization name when you are in the webview.  Navigating to Relationships is too cumbersome.  It would be ideal if users had the ability to drop certain fields into the header that were important to them.

  • Therese Junker
  • Aug 3 2017
  • Reviewed: Voting Open
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  • Jen Claudy commented
    August 04, 2017 13:04

    See this Idea (https://renxt.ideas.aha.io/ideas/RENXT-I-153), which might give you what you're looking for.  Because not every RE database has the same Contact setup.  Some don't use "Primary" and some may have multiple primary contacts.