Choosing the Primary Contact for a Customer
In SliQ Invoicing the Primary Contact for a customer is used in all circumstances when their is no specific contact for sending an item such as an invoice or quote. The Primary Contact is the contact shown for a customer on the main Customers & Statements tab.
If you have not entered a contact for a customer you can do so on the main Customers & Statements tab.
Alternatively, if you have already entered multiple contacts for a customer and you want to choose a different contact as the primary contact, select the customer in the list on the Customers & Statements tab then press the + button to the right of the contact name.
SliQ will then show the Manage Extra Contacts dialog for the customer.
Select the contact you would like to make the primary and then press the Set As Primary button in the toolbar.
The contact will then show as the primary contact for the customer on the Customers & Statements tab.