Content Manager 24.4 Content Manager

# Attaching Contacts as a primary Contact

An attached Contact may be both a set type of Contact - i.e. Author, Addressee, Representative, etc. - and a primary Contact. Only one primary Contact can be set for each record.

When you first attach a Contact to a record, for example, when creating a new record, if it is the only Contact attached it will automatically be created as the Primary Contact.

If you attach a Contact to an already existing record, the following options enable you to specify if it is to be the primary Contact:

See Attaching a Contact.

- Make Primary Contact - select to set the Contact as the primary Contact for the record
  - Only if no primary contact exists - select when you are unsure whether there is already a primary Contact attached and you do not want to override the existing primary Contact

Changing the primary Contact

When there are already Contacts attached to the record and you want to make a particular Contact the primary Contact, i.e. override the already set primary Contact:

1. Search for the record whose attached Contacts you want to modify
2. Right-click and select Properties
3. Select the Contacts tab.

   All the attached Contacts appear.

   You can see what type of Contact they are by formatting the columns to show the Primary Contact and Sub Type columns.

   The current primary Contact will appear in bold.

4. Right-click the Contact you want to turn into the primary Contact and select Make Primary.

   The selected Contact is now the primary Contact.

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Version 24.4 | Last updated October 2024
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Product: Content Manager 24.4

Topic Title: Attaching Contacts as a primary Contact