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Making a current contact a secondary contact

New Member
Posts: 3
Country: USA

Making a current contact a secondary contact

I've imported a list and it has multiple contacts at the same company and address. Is there any way to move selected contacts to secondary contact status?

 

Thanks!

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Making a current contact a secondary contact

Look carefully at the way secondary contacts work:

  • They do not contain any of your custom contact fields.
  • You cannot customize the fields that are available.
  • They are not included in Contact Lookups.
  • They are not part of most contact reports.
  • You cannot create activities or notes or histories for...

If you feel they are important enough to import and keep, it might very well make sense to leave them as "real" contacts...

New Member
Posts: 3
Country: USA

Re: Making a current contact a secondary contact

Thanks, Scott. 

 

All very good points. Supposing they are important enough to keep, do you suggest managing them with ID/Status or some other field?

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Making a current contact a secondary contact

Sure, that's a great way to do it.  

 

You might use ID/Status (rather depends upon how else you are using this field).

 

Or, perhaps you just create a custom Yes/No field (a checkbox) that is "Secondary" or whatever label you want to give - or the flip  side - make one called "Primary" that is for the main contact...

 

Any number of ways to do this, the key thing is to define your protocol and then use it consistently...

New Member
Posts: 3
Country: USA

Re: Making a current contact a secondary contact

that's a great solution! Thanks much.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Making a current contact a secondary contact

In addition, you may also want to take a look at the Relationships tab. You can set a relationship between contacts, such as Manager > Assistant (or Primary > Secondary).
Greg Martin
Sage