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Created by Guest
Created on Oct 14, 2024

Sync Sledger.contno with primary contact set in Unleashed

When syncing contacts/sledgers with Unleashed if the sledger has a primary/default contact set on it, we should save the ID for that contact in the CRM into Sledger.contno. This can be useful when reporting on company records so that you can easily see the default contact that should be reached out. This could also be used to customise the layout of the company record, so that you can show the default contacts information there as well.

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