Name of Feature/Request:
Add Multiple Primary Contacts and display on the Customer Dashboard Contact Widget
What financial, time savings, or quality of life improvements will occur from this:
Frequency: I’d say I have 5-10 accounts that have multiple primary contact notes on them.
Attempted Solutions So Far:
Currently, if a customer has multiple people that can act as a primary contact, we pick one and list them as the “big” primary on the dashboard, and then add an account note with any others that have primary privileges.
Previously accomplished: One primary contact on the dashboard.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software:
Would it be possible to show multiple primary contacts on the dashboard for customers? I have a few that I have anywhere from 3-5 folks with primary privileges, and some are better contacts for certain items than others (like workstations, billing, etc).
StrivenID: 2185603