How to set primary phone numbers, addresses, email addresses and Companies in Daylite
When entering multiple phone numbers, email addresses or addresses for a person or company, you can set "Primary" and "Secondary" statuses. This is handy for when you're using email shortcuts to send emails, adding certain address information to Letter Templates or printing out envelopes or labels.
In order to set this up, simply follow along with the steps below. We'll use Email Addresses as an example here:
- Go to People under Contacts
- Select the Person > click edit (located at the bottom of their profile)
- Hover your cursor over the Email Address field, and you will notice "..." appear on the right side
- Click on the "..." field, then click on the drop-down arrow that appears next to the Note field
- Select 'Set as Primary'
- This will move that Email Address to the top of your list and become the primary email address for that person.
- Select Done to save the changes.
