Issue
How can I designate a Referral Source Contact as the Primary Contact for an organization?
Environment
Kipu CRM, Roles: Admission Worker, Combined +, Combined (Admissions and B.D.), Super User, Business Development, Referral Source Management, Referral Source Management Plus, Business Development Plus | Referral Source Contacts
Resolution
For guidance on how to designate a referral source contact as a primary contact in a referral source, please refer to the steps below.
- Using the Global Search Bar, search for your desired Referral Source record.
- Select your desired Referral Source from the search results to access the record.
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In the Referral Source record, select Referral Contacts from the left side panel.
- Select your desired Referral Source Contact from the list.
- Using the Is Primary Contact toggle, select Yes.
Important
Please note, that there can only be one Primary Contact designated per Referral Source Record.
- Select Save Changes.
- You have successfully designated a Primary Contact for the referral source record.