We have instances where client email addresses aren't being tagged as 'Primary', because the system doesn't enforce this and it's easy to forget. Problem is, only Primary email addresses show up in reports.
Could we have it that either:
a) the '…make this the primary email' field is mandatory, so the record can't be saved without an option being selected, or
b) have the system default the first-entered or only email address on a record to Primary?
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Feature Request
General Navigation
About 1 year ago

Stuart Boyle
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Accepting Feedback
Feature Request
General Navigation
About 1 year ago

Stuart Boyle
Get notified by email when there are changes.