It's possible to designate a primary contact, or head of household, in Relate messages in Yext Desktop and Mobile. Designating a primary contact makes it easier to manage conversations and avoid confusion when handling multiple contacts for a single phone number. If there is a primary contact for a phone number, the name of the designated primary contact always appears first in the conversation header, and any secondary contacts appear in parentheses in alphabetical order. For example, William Tell (maybe: Rosalina Tell).
If multiple primary contacts share the same phone number, all of them are listed in alphabetical order outside of parentheses in the conversation header. For example, William Tell, Rosalina Tell (maybe: Morgan Tell).
If there is no primary contact designated for a phone number, the system automatically lists the contact names alphabetically.
In order to add the primary contact functionality, you must have a CRM integration, like Salesforce.
To add, edit, or view the primary contact, please contact your Customer Success Manager.