Updating the Primary Contact Method

If contact information is ordered in the same manner for all customers and vendors, you don’t have to use the phone number or email address in the first position (on the maintenance screens) as the primary contact method. In this scenario, you can choose the primary contact method from the Contact List.

Note: For customers, the primary contact method is assigned to work orders by default.

To update the primary contact method

1. Look up the customer or vendor to whom you want to assign a primary contact method.

2. On the customer or vendor maintenance screen, click Phone & E-Mail. The Contact List appears.

3. Select the phone number or e-mail address that you want to use as the primary contact method, and repeatedly click Move Up until it is at the top of the list.

4. If you also need to update the alternate contact method, select the phone number or email address you want to use and repeatedly click Move Up until it is second on the list. Otherwise, disregard this step.

5. Close the Contact List and the maintenance screen.