Practice Manager | Clients - Multiple 'Primary' contacts
Only one contact in XPM can be a 'Primary' contact so our correspondence pulls through only the salutation for that contact, however the entity may be a partnership, trust or company and need more than one person included. This means we need to manually add any other salutations, which is not ideal and leaves room for error. The option to add multiple 'Primary' contacts would solve this issue.
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Andrea Hepburn
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