Set a Company Primary Contact

Staff can set an individual account to be the primary contact for an affiliated company account. Once set, the individual's name and email are added to the company account. If your association uses authorized email domains, to ensure security, the email address of the primary contact is checked when a company manager is affiliating their company with the primary contact's company.

  1. From an account, in the Parent Affiliations or Child Affiliations related lists, click the Affiliation ID value for the affiliation you would like to make primary.
  2. Select Primary Contact.
  3. Click Save.