How To Mark Organization Contact Info as Primary

Each organization record contains contact information for mailing addresses, email addresses, and phone numbers.

 Note: Only one address, email address, and phone number can be marked as primary for a record.

1. Open Contacts>Organizations.
2. Click an organization name.
3. Open the Contact Info tab>Addresses, >Email Addresses, or >Phone Numbers.
4. Click the  (Mark as Primary icon) next to contact details.
   
5. In the confirmation pop-up window, click Mark.