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Organization Primary Contact Feature Now Added

by Mark Panger2. August 2018 15:40

In the last release of Trail Blazer we added an easier mechanism for you to establish primary contacts for your organizations. It uses the relationship feature. We added new letter writing merge fields to accommodate this upgrade.

The video below shows how to utilize this new feature:

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Adding a Primary Contact Relationship to an OrganizationAbout a year or two ago we had a request from a customer to be able to add a primary contact person ...A bunch of fixes and a couple of new things tooOur release today was a fix of a bunch of little annoying problems (bug fixes). However, a cou...New Feature Alert: Merging by Name and Cell Phone NumberA new merge option was added in a recent software update. You can now merge duplicate contact ...

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Organization Primary Contact Feature Now Added

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