Create a rule to allow only one related contact has custom checkbox checked
Create a rule to allow only one related contact has custom checkbox checked
As noted on this page a custom check box is needed for contacts in order to correctly sync the primary contact for each client/account:
https://www.zoho.com/us/invoice/kb/contacts/crm-primary-contact.html
How do you validate, when a contact is created or edited, that this custom check box, when checked, is the only contact related to the account that has the checkbox checked?