Default
Hi,
For our particular business we work with a lot of accounts, each with multiple contacts. I know there is a Hierarchy view, and we are using this (which makes it easier to see who is in charge), however I want to know if there is a way to select a "Default email address".
Many of the accounts have 30+ contacts (as a record of who has attended our workshops), however only one is the main contact (everything is emailed to them and only them). Within the 'Accounts' tab and the 'Emails' section, I have to use the drop-down list, scroll through all contacts to find the lead person (who is generally the last person on the list, as they were added into the system first), and select before I can see the emails.
Is there a way I can set it, so that one contact is immediately shown in the emails section upon opening the account?
Kind Regards,
Katherine
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