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Poetic Online Help

Page-level help for the Poetic application

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Changing a company’s primary contact

Each company has a primary contact. This person is the default point of contact for the company.

To change the primary contact:

  1. On the Overview tab of the Company Profile Maintenance page, click Change Primary Contact.
  • The Search Users form displays the company’s active users. You can use the search criteria to narrow the list of users. See Conducting searches for more information about searches.

  • Click the Select link for the user you want to be the new primary contact.

Filed Under: Profile Management

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