How to Set a Preferred Contact in Your Address Book

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You can set a preferred contact in two ways.

Start by going to your Address Book, and clicking a subcontractor’s company from your list.

In the slideout that appears from the right, look at the Contacts table at the bottom. Then you have two options:

Option 1: Add a new preferred contact to a company

Click the ’+ Add Contact’ button.

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Fill in the contact details, and tick Set this person as a preferred contact before you click [Add Contact] at the bottom.

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Option 2: Set (or unset) an existing person as a preferred contact

Still in the subcontractor's company slideout, click the three dots menu icon for a person in the Contacts table.

Choose Set preferred contact from the menu that appears.

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If you change your mind later, this menu option becomes Unset preferred contact.

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