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Navigate to the Account you want to create a Primary Contact for
Once on the Account record scroll down to Related Contacts
Click on New by Contact Roles
Select a Contact linked to that Account and enter a Role
If there is a Primary Contact, you will be able to see which Contact has been set as Primary Contact
You can change the Primary Contact by clicking on Edit on the desired Contact and checking the “Primary” checkboxIf changing an existing contact to a Primary Contact, go to Step 4. To add a new contact to the Account as a Primary Contact, click the “New Contact” button, complete the fields with the available information ensuring that the all mandatory fields (marked in red) are filled and click Save (screenshot 2 and 3)
Click the “View Rel” link next to the name of the Contact you wish to make primary (screenshot 4)
Click the “Edit Relationship” button (Screenshot 5)
If no Role shows in the Chosen box, select the applicable role from the Available box, and click the arrow to move it into the Chosen Box (Screenshot 6.1)
Click the “Primary” checkbox (screenshot 6.2)
Click Save
After saving the Contact as a primary, Primary checkbox will be visible on the Related Contacts list (Screenshot 7)
(screenshot 1)
The Primary Contact will be set as the default contact any time you create a new Trip for that Account. However, this selection will be overridden if a trip Trip is created for an Account and a different Contact is selected as the primary Primary while building the trip. In such case, the new Contact will be then set to the Account Primary Contact.
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