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Add any contact as a preference

This article explains how to add and remove any contact as a preference and how to add the address to the correct record under Preferences.

Written by Cristiana Ghinea

To add any contact as a preference:

  1. Click CRM, then Contacts.

  2. Select the contact and click the Contact Preferences tab.

  3. Click the Add icon under Preferences.

  4. Select Add Any Contact as a Preference.

  5. Fill in the mandatory fields Type and Preferred Address.

  6. Click Save.

📌 Note: The Type field will have a drop down selection and the Prefered Address field will have a search function where you can type in for example the serial number of the contact you would like to set as a preference.

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