Which Unleashed Contact is Set as the Primary Contact in Xero?Follow
Which Unleashed Contact is Set as the Primary Contact in Xero?
- Unleashed on Browser
The default contact is set as the primary contact in Xero. All the other contacts are exported as secondary contacts under the same customer record.
- Only the primary contact is displayed under the customer record in Xero
- To view the secondary contacts, click "edit" button
- You will need to enable "Include in Emails" toggle to auto-add those secondary contacts to their Xero emails.