Change preferred contacts or billing contacts
You can edit the designated preferred contact or billing contact for a client.
To change the designated preferred contact or billing contact for a client, follow these steps.
- SelectSetup, thenClients, then select theContact Infotab.
- SelectEdit.
- Select the down arrow for the contact you want to change eitherPreferredorBilling.
- Select the contact from the list of contacts usingSearchor theFilterfield to narrow the list.
- SelectEnterto save your changes.
note
- You can also right-click a contact and selectPreferred ContactorBilling Contactto assign that role to the contact. Selecting 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 theEdit multiple Clientslink on theClients setupscreen and then selecting theChange Client informationoption.
