Changing The Primary Contact On A Job

Changing the Primary Contact on a Job

You may run across a situation where the main contact of a job changes. This article will walk you through how to add an additional contact to a job, and how to change the primary contact if needed. 

1. First go to the job file that needs the Primary Contact changed and click on the + icon next to the Primary Contact information box

2. Add in a new contact or existing contact, the contact information matches another in Acculynx you will see an option that says “possible matches”. Once you have added in the contact click “save”

3. To change the Primary Contact click “More Contacts” in the Primary Contact box

4. Click on the 3-Dot menu of the contact that you would like to be the Primary Contact and select “Set as Primary Contact”

*Note: If the Job has already synced with QuickBooks, you will not be able to do these steps. If the Job is synced, Step 7 of the article will look like the following: