Setting a Partner Contact as Primary

System Administrators or Users who have the Add/Edit Partner permission have the ability to set any Partner Contact as 'Primary'. The first contact added to a partner will be set as the Primary Contact by default, but a different contact can be made 'Primary' for that partner at any time.

This article covers the following topics:

Setting a Partner Contact as Primary -

From System Admin

1. Navigate to the Partners screen from the System Admin module and select the Partner of your choice as shown below:

System_Admin_Partners.png

2. Navigate to the Contacts tab, and click on the 3 dots under the Action column to the right hand side of the page, and select the 'Set as Primaryoption to set the chosen partner contact as primary as shown below:

Partners_Contacts.png

3. Click the Set As Primary button on the following window to set the partner contact as primary as shown below:

Set_Window.png

 

From Partner Space

1. Navigate to the Partners screen from the Partners module and select the Partner of your choice as shown below:

Vendors_Partners.png

2. Navigate to the contacts tab in the partner profile screen, and click on the 3 dots under the Action column to the right hand side of the page, and select the 'Set as Primaryoption to set the chosen partner contact as primary as shown below:

Vendors_Partner_Contact.png