Changing a Primary Contact
The first Contact entered, when adding a New Entity, will be designated
as the Primary Contact and will be displayed in the Contacts summary view
with a checkmark in the Primary checkbox.
Note: A Primary Contact
cannot be deleted. To
change or delete a Primary Contact another Contact will need to be assigned
as primary.
To Change a Primary Contact
- On the ,
click SEARCH.
- Click the Entity
drop-down box and select the appropriate entity.
- Click the Details
icon of the entity.
- Click the contacts
tab. If there is only one Contact displayed, it will be designated as
Primary and a second Contact will need to be added. See
Adding a Contact to add a second Contact.
- Select Yes
to designate the new contact as the Primary Contact for this Entity. If
the person to be designated as the new Primary Contact is displayed, click
on their Details
icon, select Yes
to the Is this the
Primary Contact for this Account? question and click the [Update] link.
- In the contacts tab summary view the newly appointed
Primary Contact will be displayed with a checkmark in the Primary check box.
The old
Primary Contact will now have a Remove
icon.
- Click on the Remove
icon
to delete the old Primary Contact, if applicable. If
the remove icon is not available, see the Nexsure point person within
the Agency for assistance.
Adding Client Contacts
Editing Client Contacts
Contacts Security