Name of Feature/Request: Primary contact label in discussion contacts
What financial, time savings, or quality of life improvements will occur from this: When creating a new discussion within a task, and adding a contact to the discussion, the primary contact should either be searchable by “primary” or should appear at the top of the list with a “primary” tag. Similar to how the contact is displayed in the Requested By field of the task | Frequency: Often, when a Primary contact is not already in the Discussions on a task | When communicating with our customers, it is Importsant that we communicate with the correct contact. There are frequent occasions where we need to bring a Primary Contact for a company into a discussion on a task wherein the Requested By contact is not the Primary Contact. By indicating in the New Discussion window if the contact is the Primary Contact, we can cut the potential for the incorrect contact being attached to the discussion.
Attempted Solutions So Far: View customer dashboard and locate primary contact manually.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: When creating a new discussion in a task, and adding a contact to the discussion, the primary contact should either be searchable by “primary” or should appear at the top of the list with a “primary” tag… | Previously accomplished: View customer dashboard and locate primary contact manually.
StrivenID: 3895495