Hello everyone! Simple question -- is there a way to mirror the primary contact's information in the Primary Information section of a customer record?
c
creece
04/28/2023, 5:38 PM
You'd have to script it into fields but you can do this. You can't do it with just native setup.
j
Josh Crist
04/28/2023, 5:41 PM
That's what I was thinking too. I have a few fields set up and I was building out a User Event script but I can't seem to tell which contact is marked as primary. I'll ask in the #C29HQS63G channel