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
• From Partner Space

From System Admin

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

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 Primary' option to set the chosen partner contact as primary as shown below:

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

From Partner Space

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

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 Primary' option to set the chosen partner contact as primary as shown below: