Primary contact: How do I change the project's primary contact?
Within the project
Option 1
- Click Team Members in the Main menu on your dashboard.
- Click
on the contact card of the team member you want to make the primary contact.
- Select Reassign Primary Contact.
Option 2
- Click the policyholder's name in the header of your dashboard.
- Click Edit under the Primary Contact information.
- Select the team member you are assigning as primary contact from the Primary Contact drop-down list.
- Click Save.
- Click Close to close the Project Details drawer or Open Project to navigate to your dashboard in the project.
From your Claims Library
Option 1
- Click
on the line of the policyholder whose claim you are reassigning.
- Select Project Details.
- Click Edit under the Primary Contact information.
- Select the team member you are assigning as primary contact from the Primary Contact drop-down list.
- Click Save.
- Click Close to close the Project Details drawer or Open Project to navigate to your dashboard in the project.
Option 2
- Select the check boxes of the policyholders whose claims you are reassigning.
- Click Reassign Primary Contact.
- Select the team member you are assigning as primary contact from the Primary Contact drop-down list or Click Reassign to Me.
- Click Reassign.