Primary Contacts are those contacts that are linked to the agents with their contact information. Please see the below steps to list the primary contact on the Agent Welcome Screen.
- The very first step is, you need to update the primary contact information of the person on the Agent Entry Screen > Burger Menu > Contacts Screen.
- Select the +Add button to link the contact information and once you select it, the system will show you a pop window on the screen.
- In the pop window, update the contact information as you required and Save.
IMPORTANT – Before saving the contact information on the pop window, If you wish to show the contact as a primary contact then you need to select the Primary Contact tick box for the contact.
- When you are on the Agent Welcome Screen, you need to do the following steps:
- Select the parameters as you required (including by selecting the List primary Contact tick box) and then select Apply Button.
- The system will show the agents in the grid with their primary contact details.
Note – if the agent has a contact and they have a primary contact tick box is ticked for them then that agent entry will have the expand (+) icon against the agent code to see the primary contact.