Choose customer primary phone number and email | Voters

Choose customer primary phone number and email

Danielle Delano

There should be an option when there are multiple emails in phone numbers in a customer card to "choose a primary". This would default calls, texts, emails, and AIM campaigns to go to the chosen email and phone number.

Slim Hanus

This would be amazing! =)

Shelby Parker

Thanks for sharing this, Danielle Delano — really helpful call-out. I can definitely see how being able to set a “primary” phone number and email on the customer card would make calls, texts, emails, and AIM campaigns a lot smoother. I’m looping this into our team’s review, and we’ll follow up if we need any additional details from your side.