How do I assign a primary contact to an organization?

Assigning a Primary Contact to an Organization

Please note: If an organization has more than one contact person, you can assign additional contacts for the organization in the Relationships tab. In the case of an organization that has more than one contact, the Primary Contact box allows you to say which contact is your main contact at that organization. If an organization only has one person (contact) that it is connected to, you can use this box to display that one person.

1.In the Primary Contact box on the right hand column, click on the person icon at the end of the Contact field.

2.If the appropriate contact already exists in your database, select the contact either from the drop down list or by typing in the name.

3.If the contact does not yet exist in your database, click on the New Contact button. Enter in the name of the person, and click Save. This contact’s information is now visible from the Primary Contact box.

Please note that this new Contact now has a record ID number assigned —this person has now been added to the Contacts—Individual section.

4.Click Select.

5.Select the position that the person holds at that organization from the drop down list, or enter in a new value.

Please note that you can add additional options to the drop down list for the Organization Position field at any time by clicking the little green circle.

6.Decide if you would like to synchronize this person’s address with the address of the organization.

Please note that you will only want to do this if the address you have for the contact is the same as the address that you have for the organization. If you have a home address for the contact and a separate location address for the organization, you will not want to use the Sync feature. Once the addresses are synchronized, if you change the address for one, it will automatically update it for the other.