If you'd like to change the primary contact on a customer profile, open the customer page and go to the 'Contacts' tab. This will bring up a list of your current, existing contacts. Click 'Set as primary contact' next to the person you choose.
Type 'Primary' and click 'Save' to confirm your decision. After this, the primary contact will have changed. If need be, you can change this again in the future.
What is this used for?
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.
What does this do?
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.
My customers aren't receiving communications, what do I do?
Please check that communication preferences are correct for the customer when you create them or change the primary contact. Click here to learn how to edit communication preferences.