Phone Number Primary Indication

This release introduces the ability for users to set any phone number type as the primary number for contacts, organizations, or site records. The system ensures that only one phone number can be assigned as the primary phone number at any time. Users can easily reassign the primary indication to any additional phone numbers.

To streamline the process for existing records, the system will automatically assign the ‘Primary’ indication to any phone number records that are currently marked with a type equal to ‘Primary.’ After the release of v2.1 the ‘Primary’ value will no longer be available for selection. The system will now default to ‘Work’.

Additionally, the system now refers to this primary indication when enabling the Dial button within the quick view of contact records, ensuring that communication options are tied to the primary phone number.

Key Benefits

• Flexibility: Users can designate any phone number, regardless of type (e.g., office, personal), as the primary contact number, providing more control over how contacts are reached.
• Efficiency: The ability to reassign the primary phone number without needing to create new entries simplifies record management.
• Improved User Experience: The system intelligently enables key communication features based on the primary phone number, reducing manual steps for users.
• Record Management: Users can now easily manage primary phone numbers and reassign them without adding new entries. Existing records have been automatically updated.

This enhancement is available immediately across all contact, organization, and site records.