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

2. Once on the Account record scroll down to Related Contacts

3. Click on New by Contact Roles

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

5. 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” checkbox

(screenshot 1)

6. If 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)

7. Click the “View Rel” link next to the name of the Contact you wish to make primary (screenshot 4)

8. Click the “Edit Relationship” button (Screenshot 5)

9. 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)

10. Click the “Primary” checkbox (screenshot 6.2)

11. Click Save

12. After saving the Contact as a primary, Primary checkbox will be visible on the Related Contacts list (Screenshot 7)

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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Update the Fuel Price and Preferred Supplier

1. Navigate to the fuel supplier’s Account

2. Double click on the Fuel Price field and change the Supplier Fuel offer accordingly (screenshot 1)

   1. If the User does not have the permissions to change the value of this field, the error will be displayed below the field.

3. Double click on the ‘'Preferred Supplier’' checkbox and change its value accordingly (screenshot 2)

   1. If the User does not have the permissions to change the value of this field, the error will be displayed below the field.

For any concerns about this procedure please send a Chatter post to @NuvolOps Support and we will gladly assist you in any way possible.

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