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Status Not Prioritized
Categories Summary & Header
Created by Guest
Created on Jul 25, 2023

See primary contact name in the constituent header

See primary contact name in the constituent header so you don't have to check on the Profile page.

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  • Guest
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    Oct 27, 2023

    Similar to how the email for the primary contact of an organization is displayed in the header, it would be so helpful to be able to display the name of the primary contact in the header, or at least on the summary page.

    My org is using relationships to connect additional contacts for organizations, but this means the relationship name shows on the summary page, while the primary contact name doesn't, and that leads to some confusion at a glance. It doesn't seem intuitive to have to make an extra click to the profile tab in order to see the name of an organization's primary contact. Especially since the email is already in the header.