We would like to customize the account / contact feature so that the account email is copied over to a newly created contact, one of several contacts can be marked as primary, and their first and last names displayed as contact in the account list and details view (clicking would open the contact). Can anyone advise on how/where this would be done? Thanks in advance.
For copying things around, have you tried playing around with Workflows?
And in the Accounts detail view, you should see a clickable Contacts subpanel with all contacts belonging to that account. The notion of “primary” doesn’t exist, I think, but you can easily do it with a custom field that you add from Studio.
thanks for the tips.