Depending on your business structure and how you've set up your Planhat instance, there could be an End User with the same email that needs to be an End User in multiple Companies.
When you have this situation, by default Planhat will assign activity at random to one of the End Users. To avoid this, you can include either the companyId or companyExternalId in the payload to direct to the correct End User on the correct Company.
However, sometimes you'd like all activities relating to a given email address to go onto the same End User, on the same Company, every time. That's where the primary toggle comes in. To set this up:
Go to your desired End User, e.g. via the "End Users" tab of the appropriate Company Profile
Make sure the "Primary" field is toggled on
Planhat will now start using this as:
The primary account to track all the user's associated activity going forward! 🎉
An extra weighting when assigning emails (read more here)
Note however that the Primary flag does NOT impact calendar event assignment in the case of End Users from multiple companies being involved.
Important to note here that past activities cannot retroactively get assigned.