This video explains how to add primary contacts to customer records in Kickserv, which allows for displaying alternate contact information. When creating a new contact for a company or location, there's an option to designate a primary contact, providing direct contact details alongside the company's information. The primary contact feature simplifies communication by offering a specific point of contact within the organization. The demonstration involves creating a new contact, specifying it as a primary contact, and saving the details. Additionally, the video shows how to add a primary contact retrospectively if it was initially omitted during the customer record creation process. This involves accessing the customer record, adding a new contact, and designating it as the primary contact.
Points of interest in video:
Setting a primary contact when creating a new customer record:
0:11
How to change the primary contact for an existing customer record:
2:11