Adding a Primary Contact

Adding a New Primary Contact to an existing profile

  1. Navigate to the profile you would like to add a new Primary Contact to.
  2. Click the Relationships tab.
  3. Click New Person, fill out the form, click the checkbox next to Primary Contact and click Add.

Creating a Prospect and a Primary Contact at the Same Time

  1. Click Add New at the top right of the page.
  2. Click Prospect.
  3. Fill out the form with a prospect and a contact and click Add. (The contact that you add in this form will default to the primary contact.)

Change an Existing Contact/Relationship to a Primary Contact

  1. Navigate to the profile whose current relationship you would like to make a primary contact.
  2. Click the Relationships tab.
  3. Click the check mark below PC. This will mark that contact as the Primary Contact.

Note: PC = Primary Contact, EC = Emergency Contact and PA = Power of Attorney

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