Designate a Primary Contact

Overview
The Primary Contact is the default recipient for invoices, proposals, and project notifications for that customer.

Steps

1. In Customers > Contacts, locate the desired contact.

2. Click the star (★) under the Primary column for that row.

3. The star fills in, marking them as the primary.

Tips

• Only one contact per customer can be primary—choosing a new one automatically clears the previous.

• Update the primary contact before creating any time‑sensitive documents to avoid misdelivery.