Contact Overview: Primary Contact Info

Your contact's Overview screen contains a Primary Contact Info section for the contact. Below is an example of this section:



As you can see, you can enter a Name, Email Address and Phone number for the contact's Assistant or other Primary Contact.

In regards to Mail Merges, this section can prove especially useful for entering contact names for Contact Record Types other than Individual (Business, Trust, Union, or Association).  The Primary Contact Name, Phone Number and Email Address are acceptable Mail Merge Fields, thus you can pull them into merged templates, provided you've inserted the correct fields to do so.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk