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.
"Louis James" wrote:
[Quoted Text] > 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!
>
> "Dave[ at ]MGI" wrote:
>
> > 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
> >
> >
> >
> > "Louis James" wrote:
> >
> > > 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.
> > >
> > >
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