What does designating a Team Member as Primary do?
You can designate a primary team member for each role. Designating a primary team member role such as primary attorney, primary paralegal, primary assistant, allows you to identify who among the team is primarily responsible for a client or a case and it allows you to display this information in reports. If you pull up the All Individuals Report for example under Individual-Based Reports in the Reports tab, you can select team member roles and it will display the team members with primary roles. The primary team member roles also have field codes available so you can add them to custom reports. Field codes can be found in the Field Code Dictionary located in "Tracker 8 Support Information" from the Resources Widget on your Dashboard.