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How to Change a Primary Contact on a Customer/Business account

When there are multiple contacts on a Business Account, there will be times you will need to swap who the primary person is on that account for an individual order.  The steps below will show you how to do this.

1. Log into Sales.

2.  Click on the Customer Icon to pull up the Customer Search screen.

 

3. Click on the box next to Search For Business

4. Search for the business by entering in the name and selecting it from the list below. Then click OK

5. To change the primary contact click the Contact button at the top of the screen. 

6. Select the Customer that needs to be the Primary contact for this account.

 

7. Now you can proceed with the order. 

 

 

Changing the Primary on an Existing Order

1. Log into sales

2. Click on the Maintenance icon.

3. Search for the order by entering in the business information or the Primary Contract

4. Select the Order

5. Click the Contact button at the top of the screen.

6. Select the new Primary Contact  for this order and click ok

7. Click the Proceed button at the bottom of the screen. 

8. You will be in the Payment Summary page. Click on Finalize at the bottom of the screen to save your changes. 

 

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