4.4.2.6. Marking a Related Record as the Primary Item

If there is more than one related record under a certain category for a record, you can mark one of them as the Primary Item.

As the name indicates, this simply designates that related record as the most significant within the context of the current record. For example, setting a certain contact as the primary item when it is a related record of an account will:

• Indicate who the primary contact is for that account in SharePortals
• Populate the Primary Contact field in the account list view with that contact’s name

If there is only one related record under a Related Records category in SharePortals, it automatically becomes the primary item.

When there are multiple related records for a category, setting the most relevant as the primary item helps highlight the go-to contact points and most relevant information for other people using SharePortals in your organisation.