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Navigation: CONTACTS > RELATIONSHIPS

Set Main Contact on Organisation Record

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Once relationships have been created for an organisation, the main and second contacts can be set/unset.

1.Click on the Pencil beside Main Contact and then the Pencil beside Main Serial No. on the Organisation Contacts panel

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2.Click on the drop down beside the serial no., search and select the contact from the related contacts list

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3.Click OK to accept the changes

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4.Click the Pencil to save

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