Changing Primary Contact in BCM 2007

L

Louis James

How do I change the Primary Contact within an account? Currently, I have one
person selected as the primary. Life goes on. Now someone else is the
primary. Double-clicking, right-clicking does nothing. Hope someone might
have an answer. Thanks for the help.
 
D

Dave@MGI

Are you saying that you cannot, in the Account Form, click on the circle
radio button next to a contact in the contact list? That is how I have been
using it and it seems to work for me (left-click).

Cheers
 
L

Louis James

Yep! If an account does not have a primary contact, I can usually click on
the circle and select that contact to be the primary. But once an account
has a primary contact, it will not change. No matter what radio button I
click. Sometimes it will change to another primary but if you Save and Close
and then go back to that account, the previous contact is back to the
primary.

Left-click, Left-Double-Click, Right-Click. Nothing. Kinda of frustrating.
In OL 2003 with BCM, you could more easily change the primary. (Well it
worked at least).

Thanks again! Hope you have some ideas!
 
D

Dennis TR

I have a similar problem. Some times I can assign a primary to a contact and
sometimes I cannot. In some cases only a few contacts have the ability to be
assigned and others cannot.
it is a little frustrating.

This was not always the case. When BCM was first installed had no problem
but it seems that after an update at one point I started to have problem of
changing who is the primary contact.

I hope they correct this problem.
 
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