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Add a Primary Contact to an Account
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Navigate to the Account and scroll down to Contact Roles
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Make sure there is not a Primary Contact on the account already - the Primary box should be unticked in all Contact Roles on the related list
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Click New to create a new Contact Role or click a contact’s name to edit that Contact Role
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Check the Primary box on the Contact Role
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Make sure the contact is set as the recipient for at least one document type
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To override the Primary Contact for a single trip, select a different contact on the Trip Builder during trip creation
Primary Contact usage:
The Primary Contact will be the trip primary contact by default whenever you create a new Trip for the Account
The Primary Contact will automatically be copied into all Movement Messages
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TBA
Manage the Accounts Watch List
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