Setup (General)

Changing preferred contacts or billing contacts

To change the designated preferred contact or billing contact for a client, follow these steps.
  1. Choose Setup > Clients and go to the Contact Info tab.
  2. Select the
    Edit
     button.
  3. Select the down arrow button for the contact you want to change (preferred or billing).
  4. Select the desired contact from the list of contacts. You can search for a contact or use the
    Filter
     field to narrow the list.
  5. Select
    Enter
     to save your changes.
note
  • You can also right-click a contact and choose
    Preferred Contact
     or
    Billing Contact
     from the context menu to assign that role to the contact. Choosing a role already assigned to the contact will remove the contact from that role.
  • You can edit the preferred and billing contacts of multiple clients at once by selecting the
    Edit multiple Clients
     link at the bottom of the Clients setup screen and then selecting the
    Change Client information
     option.

This article applies to:

  • Product: DT Practice