Announcement

Collapse
No announcement yet.

Swap Additional and Primary Contact

Collapse
X
 
  • Filter
  • Time
Clear All
new posts

    Swap Additional and Primary Contact

    Often roles can change, and an additional contact will become our primary contact.
    It would be nice if there were an option to highlight an additional contact and click on "Swap with Primary Contact" Additional becomes primary, and primary copies over info to additional contact field.

    Thanks!

    Re: Swap Additional and Primary Contact

    Noted. Just please keep in mind that it is not that simple - Secondary Contacts get links to Documents, Assets, Tickets, Notes, Charges, Appointments, etc... and such a feature should be applied in all areas in order to keep the data integrity. Thanks for asking.

    Comment

    Working...
    X