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JibberJobber How To: Change the Primary Contact of a Company

October 25th, 2013

There are two ways to change the Primary Contact of a Company.  My favorite is from the Company Detail Page:

Mouse over the value box of the Primary Contact line (when you mouse over it, it turns gray):

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Double click this gray area and it will give you a dropdown of all of your “Other Contacts”… just choose from that list.  (If you already have a Primary Contact, that Contact will drop into the Other Contacts area (so, it will switch places with the new Primary Contact)):

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Now Jason Alba is the Primary Contact, not an Other Contact.  Note, it’s easy to add a new Other Contact or associate an existing Contact.

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The other way to do this is to EDIT the Company record.  At the bottom of the Company record edit page you’ll see a list of all of the Contacts associated to that Company.  Simply choose who should be the Primary Contact, save it, and it will update with that Primary Contact.

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(even though I only have one Contact associated to this Company, you get the idea :))

That’s it – two easy ways to change who the Primary Contact is on a Company record.

 

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