Quick question - with a company record that has say, 5 contacts assigned to it, how do you set up a contact to be the 'Primary' or default contact..?
thanks
Jason
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This may be the obvious solution, but I would recomend setting up Primary contact as a UDF which can be allocated against any contact. You could adapt this UDF to include other field interests such as sales, marketing, finance, etc, to facilitate mailshot targeting.
If you use the Maximizer Editor for your mail-outs, then when merging letters with Companies you have the option of 'Use Receives Mail'. This will merge the document with any Contact that has the 'Receives Mail' option ticked (In the Mailing Addresses tab).
quote:
Originally posted by jason thompson:
Quick question - with a company record that has say, 5 contacts assigned to it, how do you set up a contact to be the 'Primary' or default contact..?
thanks
Jason