How to Set a Preferred Contact in Your Address Book

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You can set a preferred contact in two ways.

Start by going to your Address Book, and clicking a subbie’s company from your list.

In the slideout that appears from the right, look at the Contacts table at the bottom. Then you have two options:

Option 1: Add a new preferred contact to a company

Click the ’+ Add Contact’ button.

Fill in the contact details, and tick ’Set this person as a preferred contact’ before you click ’Add Contact’ at the bottom.

Option 2: Set (or unset) an existing person as a preferred contact

Still in the subbie's company slideout, click the three dots menu icon for a person in the Contacts table.

Choose ’Set preferred contact’ from the menu that appears.

If you change your mind later, this menu option becomes ’Unset preferred contact’.

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