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Add a Primary Contact to an Account

TBA At any time there can only be onePrimary Contact per Account.

1. Navigate to the Account you want to create a Primary Contact for

2. Once on the Account record scroll down to Contact Roles

3. Click on New by Contact Roles

4. Select a Contact linked to that Account and enter a Role

   1. If there is a Primary Contact, you will be able to see which Contact has been set as Primary Contact

   2. You can change the Primary Contact by clicking on Edit on the desired Contact and checking the “Primary” checkbox

The Primary Contact will be set as the default any time you create a new Trip for that Account. This selection will be overridden if a trip is created for that Account and a different Contact is selected as the primary contact. In such case, the new Contact will be then set to the Account Primary Contact.

Primary Contact Usage

When sending a Quote, Flight Brief or Pro Forma Invoice, the Primary Contact will be defaulted as a recipient to the selected document

Primary Contacts will automatically be copied into all Middle East Flight Legs Movement Messages whenever an Actual Takeoff/Landing Time is entered.