Primary Phone/Email Functionality in RE7

Brian Davies

Hi all,


I just added this idea to the the "Ideas" tab, now I need your votes and/or comments to help make this happen.

https://bbnc.ideas.aha.io/ideas/NETCOM-I-442

 

Create a "Primary Phone" & "Primary Email" selection in Export and Query similar to "Primary Business Information"

Often times I am asked to create an export and only return the primary phone. Our current work around is to use the phone type "Preferred Phone" when entering a phone on a record I enter phone type "Cell" then the number then enter another entry as phone type "Preferred Phone" and enter the cell number again. This way I can pull a list of just the preferred phone. I do similar for email. Since the addition of the "Primary" checkbox I have been hoping to use this to simplify my export and query process. So far I have seen this addition to be rather useless in the RE7 world. As to use the function I now need to export specific phone number and "is primary" for each possible type then manually sort and edit columns to be able to create a list of primary phone/email.