What is the Primary Contact for a Company?
The Primary Contact is the designated point of contact for a Company record in ConstructionOnline—the individual your team should reach first for communication, approvals, or urgent matters related to that organization. When a Company has multiple associated Contacts, the Primary Contact designation makes it immediately clear who to go to without having to sort through the full list.
After you set the Primary Contact for a Company, a green "Primary Contact" badge appears on the designated Contact within the Company's "Contacts" tab, making them easy to identify at a glance.