Change the primary contact

You can record any number of contacts for each client in your practice, but the first contact in the list is considered to be the primary contact, that is, the person you deal with most.

You can change the primary contact by moving the contact you want to make primary to the top of the list.

1. From the Clients menu, select Clients list then find and open the required client.

2. On the Contacts tab use the arrows on the right to move the contact to the top of the list.

   

3. Select Save.