Primary Contact

Looking to create or update a primary contact on a customer record?

To view or create a primary contact, follow these steps:

1. Select the customer record, then select the Locations/Contacts tab. Here you can create any additional contacts or see your existing primary contact.

To make an additional contact the primary contact, follow these steps:

1. Select the customer record, then select the Locations/Contacts tab.
2. Choose the contact you'd like to turn into the new primary contact, then select the pencil icon next to it to make changes.
3. Select the check box next to This is the primary contact for this customer, then select the Update contact button.

Note: You can only have one contact listed as a Primary Contact. If you need to change it, you must uncheck this option for the current primary contact, and then select This is the primary contact for this customer for the additional contact that will now belisted as a primary.