You can change the primary contact if you communicate with someone else more than the current primary contact. A primary contact is the person you want to communicate with. You can have several contacts, but you can only have one primary contact.
If you change the primary contact of a customer, all documentation (invoices, job sheets, estimates etc) will be addressed to them. You can search for either contact name and the customer will appear in the search results. You can easily revert these changes by making another contact the primary contact.
Please check that communication preferences are correct for the customer when you create them, or change the communication preferences. Click here to learn how to do this
Watch a quick video showing you how to change the primary contact
Or read how to change the primary contact
- Search for the customer with a contact you would like to change
- Click on the customer name to open their account. Navigate using the tabs across the top. Click Contacts
- You will see a page with contacts. Click Set as primary contact next to the contact
- You will need to type 'primary' in the box, then click Save