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Adding a Primary Contact Relationship to an Organization

by Joel Kristenson14. October 2019 09:42

About a year or two ago we had a request from a customer to be able to add a primary contact person on an organization/company record. This video shows how you can do that: https://www.youtube.com/watch?v=s7niz44LmcQ

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Organization Primary Contact Feature Now AddedIn the last release of Trail Blazer we added an easier mechanism for you to establish primary contac...Hide Attributes and New Short Form When Adding Contact RecordsToday's release added a couple of items you are going to love. Have a lot of attributes? ...Linking Records with RelationshipsTracking relationships in your Trail Blazer database has many uses. Learn how to link records togeth...

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Adding a Primary Contact Relationship to an Organization

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