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Change preferred contacts or billing contacts
- 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.
- 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.
This article applies to:
- Product: Practice CS
- Subject: Setup