Sometimes there may be a number of files that need to be added to a record.
If, for example, there are a number of CV type files that have been added over time it is important to know which is the most up to date - the 'Primary' file.
When a single file is added to a record this will automatically be considered the Primary file.
As soon as multiple files are added there is the ability to select which file you would like to be considered the Primary file. To do this click 'Make Primary' against a file in the Files tab at the top of a record.
For Pro Plan users
When sending a CV file through the system it will be the Primary file that is sent.