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Defaulting of Person Contact's Primary flag

Bobot OrganistaMar 28 2024 — edited Oct 15 2024

Customer requests for the Person transaction's behavior to default the first Person Contact to Primary = true, and subsequent person contacts for the same contact type to false.

Note that customer comes from an old CC&B implementation that used Person Phones that didn't have the concept of a Primary contact, and noted of the extra keystrokes/clicks to set the 'Primary' flag when setting up new customers with multiple phone numbers and emails.

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Added on Mar 28 2024
Accepted - Roadmap Candidate
2 comments
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